Reflecting on National Save for Retirement Week, my co-workers and I have been thinking a lot about those close to or in retirement. However, we shouldn’t ignore the fact that our advice might actually be more helpful to folks at … Read more
As the holidays approach, I begin to evaluate my clients’ portfolios and look for year-end opportunities. Here’s a list of to ensure that you’re not leaving anything on the table.
- Get more out of tax-loss harvesting.
- Tune up your portfolio
Somewhere nestled amid the shuffle of Thanksgiving and New Year’s Eve is a day that reminds us to consider giving back during the holiday season—Giving Tuesday, the Tuesday after Black Friday and Cyber Monday.
So in the spirit of Giving … Read more
A few years ago, while buying wine for a friend’s party, I found a reasonably priced cabernet sauvignon produced by Bogle Vineyards. I work at Vanguard. How could I resist? A clerk assessed my selection and, I kid you not, … Read more
“Oh when I was a kid, I got no respect. I played hide and seek. They wouldn’t even look for me.”
– Rodney Dangerfield¹
For a number of years, I’ve been having conversations about portfolio construction. The specific focus of … Read more
One of the first things a homeowner learns is the importance of inspecting conditions regularly and performing maintenance as needed. All it takes is one leaky sink that, over time, ends up putting a damp hole in your drywall to … Read more
It’s October 1985, and Marty McFly, hero of “Back to the Future Part II,” catches a ride in a decade-hopping DeLorean time machine and goes three decades into the future. Leaving his hometown, Hill Valley of 1985, with Doc and … Read more
October 18 kicks off National Save for Retirement Week. Never heard of it? Don’t worry, because I don’t think many people have. Celebrated the third week of October, it’s a national effort to raise public awareness about the importance of … Read more
Many of my clients ask me the age-old question of whether they should invest cash all at once or dollar-cost average over time. This decision can have a significant impact, so I’ll lay out some key considerations I review with … Read more