OUR WEALTH MANAGEMENT BLOG
Bear Market Talk: “I Bet YOUR Clients Are Freaking Out Right Now.”
I reached out to every client in our practice last week and many clients said something like: “I bet your other clients are freaking out right now. Eric, I’m fine. I’m a long-term investor.” Some even went a little further: “How are you doing Eric?” “I’m sure you’re...
Have you been Greenwashed into owning ESG/ SRI Investments?
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
(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 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...
Fidelity Target-Date Funds Take $100k+ in Returns
Fidelity Target-Date Funds Take $100k+ in Returns Hiding in Plain Sight: Expensive Defaulted Target-Date FundsBelow are two client examples. Each Fidelity 401(k) Target Date Fund ranged in internal fees from 0.55% to 1.00% (e.g., expense ratios). Instead of clients...
April 2022 – Just Markets: Economic and Capital Markets Update
Spring 2022 Market Commentary - Just markets. Just Us. A lot has changed. So, are we undergoing many long-term regime changes, or are these just short-term trends? From interest rates and inflation, to housing and technology stocks, what’s happening in your...
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Deferred Compensation Four-Part Series – Part One: Deferred Compensation Plans 101
Introduction: Deferred compensation plans are complicated, overlooked, underused. Yet, these plans are one of the best opportunities to save A LOT on taxes. Like a nuclear power plant, they’re old, misunderstood, and some only remember the few events when they’ve...
Bear Market Talk: “I Bet YOUR Clients Are Freaking Out Right Now.”
I reached out to every client in our practice last week and many clients said something like: “I bet your other clients are freaking out right now. Eric, I’m fine. I’m a long-term investor.” Some even went a little further: “How are you doing Eric?” “I’m sure you’re...
Have you been Greenwashed into owning ESG/ SRI Investments?
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
(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 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...
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