Category: Investing

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

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

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

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

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...
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How Much Investment Risk Should I Take?

How Much Investment Risk Should I Take?

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...
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How to Transform Your Wealth

How to Transform Your Wealth

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

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

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...
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Short Term Rental Tax Benefits to Reduce Your W2 Taxes

Short Term Rental Tax Benefits to Reduce Your W2 Taxes

There are very few things that you as a high W2 income earner can do to reduce your tax bill. However, there are short-term rental...
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RHS Financial: What We Offer

RHS Financial: What We Offer

What can a comprehensive fiduciary wealth management firm do for you? Are you curious about what we, at RHS Financial, can do for you? This...
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The Good News About Bad Returns

The Good News About Bad Returns

2022 was a bad year for both stock and bond markets around the world, something I covered in detail in my last post. But there’s...
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2022: Bad Beta, Good Alpha

2022: Bad Beta, Good Alpha

It’s a new year, 2022 is behind us, and good riddance as far as many investors are concerned. As inflation soared to multi-decade highs, war...
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How Attractive are Markets this Year After one of the Worst Starts on Record?

How Attractive are Markets this Year After one of the Worst Starts on Record?

As you no doubt have heard, the US and world economy is in a tough place right now. Unprecedented government stimulus from the COVID crisis,...
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