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Risk: Where You Least Expect It
By Rick Waechter, Founder Some of the greatest fortunes have been created by correctly forecasting where risk will rear its ugly head. Michael Lewis, in […]
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To Lower Your Tax Bill, Understand This
By Justin May, Portfolio Manager Everyone wants to lower their tax bill. But it’s not easy to do. One reason: our tax code is complicated, […]
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Lessons in Finance from a Bike Trip to Greece
By Rick Waechter, Founder My wife and I recently joined a group of her college classmates on a bike trip in Greece. It was a […]
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At What Point Does ‘Investing’ Become Gambling?
By Justin May, Portfolio Manager I can risk my money by betting on professional sports, college sports, and youth sports. I can bet on online […]
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Maximizing the Tax Step-Up
By Rick Waechter, Founder One of the most favorable provisions for investors in the tax code is the step-up at death. It allows your heirs […]
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Investing When Nothing Makes Sense
By Rick Waechter, Founder At least a few of our clients have asked a question which can be paraphrased as follows: “The world is crazy, […]
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When Direct Indexing Makes Sense
By Justin May, Portfolio Manager If you buy a total market index fund like Vanguard’s Total Stock Market Index (VTI), you own shares of about […]
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April 15 Has Passed. What Did You Learn?
By Rick Waechter, Founder Now that you have either filed your 2025 taxes or extended, the temptation is not to think about taxes for a […]
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Ups, Downs and Returns
By Rick Waechter, Founder, and Justin May, Portfolio Manager Our friends at Dimensional Fund Advisors create a lot of interesting charts which help put investing […]
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When You Die, What Happens to Your Online Life?
By Rick Waechter, Founder Many of us have dozens, and some of us hundreds, of apps and logins to digital sites. Do you know what […]
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The Private Credit Fantasy Behind Today’s Exodus
By Justin May, Portfolio Manager I have an investment idea for you: it’s a replacement for the boring bond fund in your retirement account. Your […]
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Are You Sure You Won’t Owe Estate Tax?
By Rick Waechter, Founder, and Justin May, Portfolio Manager When a wealthy individual dies, their estate (that is, the value of everything transferred from their […]
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Maybe Paying Tax Now Isn’t Such a Bad Idea
By Rick Waechter, Founder, and Justin May, Portfolio Manager Most people adopt a clear tax strategy: postpone a tax bill whenever possible. Historically, that has […]
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Over 60? You Are the Easy Mark. Here’s How to Protect Yourself
By Rick Waechter, Founder If you are, ahem, of a certain age, I have bad news … in case you didn’t already know. It’s nothing […]
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Avoiding the Most Likely Mistake on Your Tax Return
By Rick Waechter, Founder As we all feverishly collect tax documents to file our 2025 tax returns, I want to focus on avoiding mistakes. I […]
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Beet Salad, and How to Prepare for a Bad Stock Market
By Rick Waechter, Founder As I write this, we are navigating through our second consecutive weekend of unusually harsh winter weather, with risk of power […]
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