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...
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”...
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...
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...
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...
