Tax Loss Harvesting: A Helpful Tool (Not a Magic Trick)
If you’ve spent any time around financial headlines, you’ve probably heard tax-loss harvesting pitched as a secret weapon. Almost like a financial Jedi mind trick:
RSU Basics
If you’ve ever looked at your benefits portal and thought, “Cool, I got RSUs… I’ll pretend I understand that later,” you’re not alone. RSU stands for Restricted Stock Unit. In plain English: it’s company
Why Your Medicare Premiums Jumped (and How IRMAA Relief Can Lower Them)
If you opened a letter from Social Security and thought, “Wait… why did my Medicare premiums jump?” you’re in good company. Often the reason is IRMAA (the Income-Related Monthly Adjustment
Money Mindset – Tool vs Master
Money is a great tool—right up until it starts acting like it’s in charge. Most of us don’t set out to let money call the shots, but it can slowly
Spring Newsletter 2026
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
Christmas Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. However, the Christmas newsletter is a
The Fed’s Balancing Act
Being the Federal Reserve chair has to feel a little like walking a tightrope while juggling chainsaws. Too far one way, and the economy slips
Fall Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
Summer Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
Spring Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)