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Investing

Investing blogs capture how we think about the latest market moves, what we think the biggest trends of the future will be, and what you should expect from different types of investment options. These blogs are a combination of education and our professional opinion.

25 03, 2024

Do I have to pay tax on stocks if I sell and reinvest? Not with Exchange Funds.

By |2024-03-28T00:18:59+00:00March 25th, 2024|Concentrated Investments, Financial Planning, Investing, Tax Management|0 Comments

Do you have to pay tax on stocks if you sell and reinvest? Yes. But there's a way to effectively execute a similar transaction with similar positive outcomes through an exchange fund. If you are a tech professional, building your wealth by holding on to your employer's stock was probably [...]

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6 12, 2023

White Paper: How Much Risk Should You Take? A Better Approach.

By |2023-12-12T20:34:19+00:00December 6th, 2023|Financial Planning, Investing|0 Comments

When you hire a financial advisor, sign up for a 401(k) at work, or otherwise get started with a new investment plan, one of the first questions you'll try to answer is "what is your risk tolerance?" Risk tolerance, an investor's ability and willingness to tolerate losses for the prospect [...]

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5 12, 2023

How Much Investment Risk Should I Take?

By |2023-12-06T19:32:40+00:00December 5th, 2023|Financial Planning, Investing, Postmodern Finance|0 Comments

When you engage a financial advisor, enroll in a 401(k) at your workplace, or initiate a new investment strategy, one of the pivotal questions often posed is about your "investment risk tolerance." Understanding your risk tolerance – a crucial aspect in an investor's capacity and willingness to endure potential losses [...]

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1 11, 2023

How to Transform Your Wealth

By |2023-11-01T16:46:29+00:00November 1st, 2023|Financial Planning, Investing|0 Comments

If you're earning between $150,000 and $2,000,000 yet feel trapped in the 'new middle-class high-income' category, this guide is tailored for you. In the tech world, many dream of translating their hard work into wealth, seeking strategies for a more secure future. However, there's no shortcut to riches. Personal growth [...]

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10 07, 2023

2023 So Far: Growth Strikes Back, Macro Mysteries, and Why AI is Overblown

By |2023-07-14T19:37:19+00:00July 10th, 2023|Economics, Investing, Postmodern Finance|0 Comments

Summary: Stocks rallied in the first half of 2023, led by growth stocks, especially tech stocks, especially AI stocks. While the US economy has performed better than was generally expected a year ago, rising interest rates have been leading to a rising tide of debt defaults and if this trend continues [...]

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