Make Those Losses Count!
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.
Investing Principles
When it comes to building and preserving wealth, four timeless principles have served me well.
I Have a Headache
It is time to focus on what can matter most of all in building wealth – reducing your taxes.
Spooked by Short-Term Volatility?
Short-term market fluctuations, like those we've seen recently, can be influenced by a variety of factors, including political events, economic data, and investor sentiment.
A Cautionary Tale
Scams targeting seniors have become alarmingly common, often exploiting their trust and unfamiliarity with rapidly evolving technology.
Dial It Up
Some individuals, despite having substantial wealth, find themselves grappling with loneliness and isolation, especially in retirement.