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Bear Market Talk: “I Bet YOUR Clients Are Freaking Out Right Now.”

Bear Market Talk: “I Bet YOUR Clients Are Freaking Out Right Now.”

by Eric Courage | Jun 21, 2022 | Blog, Newsletter

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?

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...
AMA: Retiring at 40 & traveling the world full-time

AMA: Retiring at 40 & traveling the world full-time

by Eric Courage | Mar 9, 2021 | Blog, Newsletter

AMA: Retiring at 40 & traveling the world full-time No, it’s not some fairytale, it’s a reality for more and more people. Including my friends Eric and Katie. I’ve been intrigued with early financial independence and traveling the world before 40. So, I found...
FREE Exercise: Find What REALLY Keeps You From Achieving Your Financial Goals.

FREE Exercise: Find What REALLY Keeps You From Achieving Your Financial Goals.

by Eric Courage | Feb 22, 2021 | Blog, Newsletter

Because do you really care about saving taxes or making more money if you can never BE, DO, OR have what you want in life?    Sorry, what’s the point?     Remember. YOU had a dream…Remember the moment? Then… Doubt. Resistance…Stephen...
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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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MARGIN is a flat fee-only wealth management firm in Denver, Colorado.

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