If the COVID-19 spread peaks this week, the markets could turn even lower. If that happens, make sure you’re tax loss harvesting. Here’s how.
Four weeks ago WeWork was Wall Street’s latest IPO darling. Then the wheels fell off. Their valuation got hacked. Their CEO’s questionable business practices got headlines. And next thing you know they pull their IPO. If only you had “invested” […]
Warren Buffet invests. Jim Cramer trades. Investing is predictable-ish. Trading is speculative. Investing is simple, but hard to stick to. Trading is complicated, but easy to screw up. Investing will earn good returns. Trading will earn amazing returns. (Or lose […]
To Roth or not to Roth… that is the question. We get asked this all the time by our clients. And we always answer with question: will your tax bracket be higher now, or in retirement? If it’ll be higher now, […]
Remember that Looney Tunes cartoon with Spike and Chester? Spike, a big, lumbering bulldog, calmly and confidently strolls down the sidewalk with a toothpick in his mouth. Chester, his annoying beagle sidekick, bounces all around him irritatingly asking, “So whadda […]