Blog & Resources

One of our biggest pet peeves with financial firms is there is almost zero transparency in terms of how they get paid. That’s a problem.

Remember at the beginning of 2023 when all of the talking heads said there was a 100% chance of a recession, inflation was here to stay and the sky was falling?

The doom and gloom of double-digit declines across both stock and bond markets in 2022 led many industry pundits to forecast a recession for 2023 that never arrived.

Tax-loss harvesting (essentially, selling investments that lost value to offset capital gains) has gained popularity in the investment industry in recent years. Many investment firms make it sound like a no-brainer for their clients to implement, but that is really not the case.