Financial Planning, Investing

Harvesting Gains

It’s year-end tax planning time… I’m sure you’ve heard of tax-loss harvesting—the process of selling investments in a taxable investment account at a loss to realize the loss and be able to offset future capital gains. Financial advisors and CPAs often recommend this strategy and robo-advisors will even take care of it for you. It’s a strategy worth exploring and…

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Investing

The Psychology Of Money By Morgan Housel

I’m calling in a favor… My friend, Morgan Housel, has a book coming out in a few weeks and while he won’t publicly say it, it would be an amazing (and deserved) accomplishment for him to make the New York Times Bestseller list.  I did not know this, but apparently, first week sales are make-or-break to top the list and…

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Investing

Berkshire’s Annual Letter: A Lesson In Setting Expectations

I’d be lying if I said I’ve grown up in the profession dissecting Warren Buffett’s annual letters to Berkshire shareholders. It wasn’t until I started writing this blog that I began reading his letters; I didn’t read to find investment tips. Instead, I began to read his letters to learn how to become a better communicator. Not only is Warren…

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Investing

Bloomberg’s ETF IQ

I had the fortune of joining Eric Balchunas, Scarlet Fu, and Carolina Wilson on the set of Bloomberg’s ETF IQ. What an experience! It was a blast and hope this is the beginning of opportunities to hop in front of a real camera instead of my little old Canon. Thank you to Eric, Scarlet, and Carolina for being so welcoming…

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Investing

Don’t Go Chasing Waterfalls

  The Dow just broke through 28,000 (for now). The U.S. markets measured by large, mid, and small-cap stocks are all up over 20% in total return heading into the final few weeks of the year. Apparently, there are some “positive” conversations going on between the U.S. and China–at least that’s where we are in the cycle of good talks-bad…

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Investing

Why I’m Letting My CIMA® Designation Lapse

Sunk Cost Fallacy– the idea that a company or organization is more likely to continue with a project if they have already invested a lot money, time, or effort in it, even when continuing is not the best thing to do. AKA Throwing good money after bad. -Cambridge Dictionary In March 2013 I earned my Certified Investment Management Analyst (CIMA®)…

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Investing

Inside ETFs 2019 Recap

It’s Friday night, and I’m finally sitting down to write a recap of my time at the Inside ETFs Conference–it’s been a busy couple of days catching up. Earlier this week I spent a few days in Hollywood, Florida with some of the best and brightest in the business. It never ceases to amaze me the quality of people in…

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Investing

Captain Jack

We all have our own stories of how John Bogle impacted our investment beliefs, careers, and lives. As I read all of the tributes, some of which I’ve included below, I realized I was robbed of the opportunity to get to know Bogle early in my career because of the limitations on the investments I could use by my employers–Vanguard…

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