Columns/Opinions

It’s a Bird, It’s a Plane, It’s ‘Constructive’ Criticism

   Alas, the holiday season is upon us.      Along with rolling out the holiday decorations, cheer, celebrations and merriment conjuring up all the warm and fuzzy emotions, comes the less than fond memories of Uncle Harry or Aunt Audrey’s unsolicited, never-ending criticism and advice.

PSA: Is this a good year for tax-loss harvesting?

   Looking to make your portfolio more tax-efficient?   Tax-loss harvesting might be worth a look.   It’s a strategy where you sell investments that have dropped in value to offset gains elsewhere – potentially lowering your tax bill and boosting long-term returns.

‘License and registration please (again)’

   There’s a very sick feeling in the pit of your stomach when you hear the authoritative tone of an officer when you get pulled over.    There are those who have no idea why they’re being pulled over, those who know why they are pulled over, and those who have no memory of being pulled over.