How Do Capital Loss Carryforwards Work?
Reprinted with permission from Schanel and Associates, CPA. www.schanelcpa.com. Original Post: October 04, 2019 When an investor sells a stock or mutual fund that…
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Market Corrections, Bear Markets, and Recessions: A Primer
As the markets continue to move up and down and as the media continues to have a field day playing with our emotions, it is…
Cash in the Bank – How Much Is Enough?
An integral component of a financial plan is making sure that you have adequate cash reserves set aside. But exactly how much is enough? Cash…
How “High” Are High Yield Savings Rates
When looking for a place to stash your emergency reserves, a visit to bankrate.com is probably your best bet. The popular site provides an up…
What is Tracking Error Regret?
A central tenet of our investment philosophy is diversification. Furthermore, we advocate for “real diversification”, which means owning thousands of stocks in companies of all…
Group Intelligence and Investing
In 1906, statistician Francis Galton attended a livestock fair where villagers were invited to guess the weight of an ox. No villager successfully guessed the…
Investing in Publicly Traded Equities vs. Direct Real Estate (Part 2)
In Part 1 of this series, a brief list of the advantages and disadvantages of investing in publicly traded equities vs. direct real estate was…
Investing in Publicly Traded Equities vs. Direct Real Estate (Part 1)
Some investors choose to invest their savings in stocks while other others favor investing in directly real estate. Below is a brief list of the…