investments

Portfolio Rebalancing can maximize your returns

Portfolio Rebalancing: How Systematic Rebalancing Leads to Higher Risk-Adjusted Returns

Investing, Retirement, Tax Planning /

When setting out to create your investment portfolio, maintaining a well-balanced portfolio is critical in helping to maintain your long-term financial goals. I gave an introduction to the concept of asset allocation in my blog Asset Location vs. Asset Allocation, but stated simply, asset allocation is the process of dividing your investment portfolio among different asset […]

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FDIC, SIPC, and the State Guaranty Associations

Investing /

With the recent failures of Silicon Valley Bank, Signature Bank, and most recently, First Republic Bank, consumers have been left to wonder about their own funds and the inherent safety nets built in to protect their assets. The Federal Deposit Insurance Corporation (FDIC), Securities Investor Protection Corporation (SIPC), and State Guaranty Associations (SGA) each play

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Tax-Loss Harvesting: The Tax Loophole You Are Missing Out On

Investing, Tax Planning /

Often we hear about the tax loopholes that millionaires and billionaires are taking advantage of while the average Joe is left holding the bag. This is generally a mischaracterization, as these millionaires and billionaires are subjected to the same tax code as the rest of us. They simply take advantage of the tax code either

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Asset Location vs Asset Allocation: What’s the Difference

Investing, Retirement, Tax Planning /

Asset allocation and asset location are two very important aspects of your financial plan. The goal of asset allocation is to divide your investments into different asset classes, creating a diversified portfolio that balances risk and return. On the other hand, asset location refers to the specific accounts in which you hold your investments, such

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