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Have you been Greenwashed into owning ESG/ SRI Investments?

Have you been Greenwashed into owning ESG/ SRI Investments?

by Eric Courage | May 31, 2022 | Blog, Newsletter

What is socially responsible investing (“SRI”) or environmental social governance (“ESG”) investing? Socially Responsible Investing and Environmental, Social, and Governance factors aim to make capitalism (feel) “good,” and punish companies that do “bad” things. “Bad”...
15 Steps BEFORE getting laid off, quitting, fired or taking a severance

15 Steps BEFORE getting laid off, quitting, fired or taking a severance

by Eric Courage | May 25, 2022 | Blog, Newsletter

(Eric Note: I fixed the graph for the FED. We are slightly off on the bullseye; the bottom scale is a little off too Federal Reserve graph makers…) “Right now, in the labor market, there are two job openings for every unemployed person. It’s at a historically...
When is Tax Loss Harvesting worth it? + How to, Mistakes, and Benefits

When is Tax Loss Harvesting worth it? + How to, Mistakes, and Benefits

by Eric Courage | May 18, 2022 | Blog, Newsletter

When is Tax Loss Harvesting worth it? + How to, Mistakes, and Benefits What is tax-loss harvesting? Selling positions in a loss. Then, immediately replacing a position with a similar, but not *identical security.  A loss offsetting future portfolio income or gains, or...

Recent Posts

  • Bear Market Talk: “I Bet YOUR Clients Are Freaking Out Right Now.”
  • Have you been Greenwashed into owning ESG/ SRI Investments?
  • 15 Steps BEFORE getting laid off, quitting, fired or taking a severance
  • When is Tax Loss Harvesting worth it? + How to, Mistakes, and Benefits
  • Fidelity Target-Date Funds Take $100k+ in Returns

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