COVID, crypto, and inflation, oh my! Each year significant events occur and may impact our lives, economy, and the investment markets. That, as they say, is life. 2021 was no different. Despite COVID waves and COVID seemingly becoming endemic to … Continue reading
Have you acquired stock over time and seen it significantly rise in value over time? Perhaps you simply bought and held, were gifted shares, or accumulated company stock through grants or options. Now you have a more concentrated portfolio. What should you do? Let it ride? Or should you sell, pay taxes, and reinvest? Continue reading
In the age of Covid, everyone has seemingly become a data expert …. regardless of one’s understanding of data and statistics (sigh).
Hear Kevin highlight some recent math errors he’s observed in media, relate them to investing errors, and tie in vaccines to boot. Continue reading
Astute investors know concentrated stock holdings are suboptimal and expose a portfolio to diversifiable risks. But simply selling regardless of tax consequences is also short-sighted. So how do they best fit into your portfolio and financial plan? Continue reading
Have you heard of ESG? Many investors today are selecting investments in part based on Environmental, Social, and Governance (ESG) criteria. Continue reading