The Coffeehouse Investor Blog

After years of helping others navigate the waters of investing and planning for a meaningful retirement, I find myself thinking about a life centered on saving to one where spending becomes a careful yet liberating art.

As the U.S. presidential election approaches, are you worried about your portfolio?

While Wall Street often touts its ability to beat the market, Coffeehouse Investors know that chasing market-beating returns is a fool's game.

Tax-loss harvesting is a technique that involves strategically selling investments that have experienced losses to help offset capital gains and thereby reduce your tax liability.

When it comes to building and preserving wealth, four timeless principles have served me well.

It is time to focus on what can matter most of all in building wealth – reducing your taxes.