Financial Health Blog
Smart Strategies for Tax Loss Harvesting Success
In this article, you’ll gain insight into how to apply tax loss harvesting effectively, helping you potentially lower your tax bill without compromising your investment goals.
Do You Have More Than One Advisor?
Do you have more than one financial advisor? Only 35% of Americans work with advisors, but some actually have two!
FTX & Stewardship
Why are we surprised that so many big name investors have been caught up in the FTX debacle? Spoiler alert: we shouldn’t be.
Seven Personal Finance Terms That Need to Go Away
The financial services industry loves jargon. Financial advisors love jargon too. They think it makes them seem smart. Too many use it so intimidate clients. If you're going to use jargon, explain it or stop using it.
Fees Are Important, but so is Finding the Right Advisor For You
Flat-fee advisor referral list available here.
I’m John, and I was an Active Fund Manager: Update
The vast majority of people whose financial advice is all over the internet have never managed money. In fact, most financial advisors haven’t either, aside from that of their own clients.
I Support Women In Finance
There’s never an excuse for bullying or attacking women on social media