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

Ep 78: Unexpected Benefits Married Couples Get From A Financial Advisor

Married couples often get unexpected benefits from working with a financial advisor. Communication is the essence of healthy relationships. Quite often meeting with an emotionally intelligent financial advisor can enhance the communication and understanding between spouses while bringing objectivity to the financial and emotional aspects of the relationship. Continue reading