Reddit, Robinhood and Market Timing
The philosopher Rene Girard made a case for the existence of what he called “mimetic desire.” Essentially, he theorized that …
Read MoreBiden’s Tax Plan
With the Democrats holding a majority of the Senate, assuming Vice-President Kamala Harris’ tie-breaking vote, we should expect to see …
Read MoreRethinking Income in Retirement
As we approach retirement, we begin to think seriously about how we might replace our earned income. We add up …
Read More4Q 2020 Market Commentary
In investing, as in life, you can’t know what you don’t know. Too often, it’s the things you don’t know …
Read MoreHealth Savings Accounts as Retirement Savings Vehicles
While the primary purpose of a Health Savings Account (HSA) is tax-incentivized medical expense savings, the benefits of the HSA …
Read MoreFirst-Time Home Ownership: A Big Step with Much to Consider
Though home ownership isn’t the right choice for everyone, many people aspire to own their own home. For first-time homebuyers, …
Read MoreMaking Lemonade from Lemons: Tax Loss Harvesting
When life gives you lemons, make lemonade. That is the idea behind tax-loss harvesting, a phrase used to describe various …
Read MoreMutual Funds vs. Exchange Traded Funds
Stocks and bonds are key components of most investment portfolios. But for many investors, particularly those just starting to build …
Read More3Q 2020 Market Commentary
Phillip Fisher, an American stock investor best known for his 1958 book, Common Stocks and Uncommon Profits, once said that …
Read MoreCARES Act Provides Unique Opportunities for 2020 Charitable Giving
The near doubling of the standard deduction under the Tax Cuts and Jobs Act of 2017 (“TCJA”) wrought fears that …
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