Hot Takes with a Long-Term Point-of-View

We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.


Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm. 

Featured Posts

Tax Loss Harvesting

Harvesting tax losses is a brilliant wealth-creating technique. Selling your loss positions is a sure way to offset gains realized during the year and stockpile

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