Will A Long-Short Direct Index Help My Tax Bill?
Tax-loss strategies sound clever, but complexity, fees, and diminishing returns make them unsuitable for most investors over time.
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Fee-Only, Flat Fee, Fee-Based?! A Full Description of How Financial Advisors Charge Fees
The financial advising industry stinks for its jargon. The worst culprit might be the different ways advisors charge fees. Lots of DIYers – and lots… Read More »Fee-Only, Flat Fee, Fee-Based?! A Full Description of How Financial Advisors Charge Fees
When “0% Capital Gains Tax” is Terrible Advice
Time for another cautionary tale! A client sent me this video last week, along with the question: “Is this legit – or fake news?“ If… Read More »When “0% Capital Gains Tax” is Terrible Advice
When the “Shockingly Simple Math” is…Shockingly Wrong
A recent idea from the godfather of FIRE / financial independence comes to a dangerously incorrect conclusion.
A $12,000 Tax Mistake and Lesson Learned
How did a couple simple mistakes result in a $12,000 issue in our annual tax return?! Make sure you do this smart habit.
We Are So Irrational (Literally) About Taxes
If you’re looking for a real-world laboratory to understand “behavioral finance,” then tax season might be the perfect choice.