Ep 80: Should I Sell a Stock With a Large Taxable Gain?

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

Much Ado About Inflation

Inflation is garnering media headlines. Is it headed higher? It recently has. But do these price increases signal a coming wave of broad and persistent inflation or just a temporary snapback following the unusually sharp economic downturn in 2020? Continue reading