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How to Incorporate Emergency Savings into Your Financial Plan

Building a financial plan requires more than thinking about long-term goals. While investments and retirement accounts are critical, emergency savings should be an important part of your strategy. Unexpected expenses are inevitable, and preparation helps prevent your financial plan from … Continue reading

Understanding the Role of an Executor in Your Estate Plan

Estate planning ensures your wishes are carried out when you can no longer do so. One crucial component of this process is selecting an executor. This decision requires careful thought. Let’s explore the key roles and duties an executor will … Continue reading

Upcoming Tax Changes and How You Should Plan for Them

The clock is ticking on the 2017 Tax Cuts, and big changes are looming. Hear Tyler Emrick, CFA®, CFP®, break down the complexities of the 2017 Tax Cuts and Jobs Act and its upcoming expiration in 2025 Continue reading

Tax-Aware Investing in Practice

Tax-aware investing means you can have your cake and eat it too. As I set out in the previous two articles, using a combination of long and short positions in your portfolio lets you pursue positive returns while lowering your tax bill. Below are two common situations where tax-aware investing can really make a difference. Continue reading

The Key to Tax-Aware Investing

A well-chosen long-short portfolio can help realize significant tax benefits increase your expected portfolio return, combing to increase your after-tax wealth. Continue reading