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 More
Biden’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 More
Rethinking Income in Retirement
As we approach retirement, we begin to think seriously about how we might replace our earned income. We add up …
Read More
4Q 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 More
Health 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 More
First-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 More
Making 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 More
Mutual 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 More
3Q 2020 Market Commentary
Phillip Fisher, an American stock investor best known for his 1958 book, Common Stocks and Uncommon Profits, once said that …
Read More
CARES 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 …
Read More
