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
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
Lessons from the Links
One of the guys I regularly play golf with offered up some words of advice on the course the other day. I was faced with
Rough Roads Ahead
For the first half of 2024, financial markets have been relatively calm and moving up. Interest rates were stable and inflation seemed to be getting
The Importance of a Team
“Great things in business are never done by one person. They’re done by a team of people.” -Steve Jobs I’ve always loved being part of
Stock Market Returns and Election Years
I’ve been getting a lot of questions lately about how stocks are going to perform with the presidential election coming up in November. I can
Why So Negative?
Wow, why aren’t people celebrating? Why aren’t people popping the champagne corks? 3rd quarter GDP was just revised upward from a very good 4.9% rate