How Do Capital Loss Carryforwards Work?
Reprinted with permission from Schanel and Associates, CPA. www.schanelcpa.com. Original Post: October 04, 2019 When an investor sells a stock or mutual fund that…
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Market Corrections, Bear Markets, and Recessions: A Primer
As the markets continue to move up and down and as the media continues to have a field day playing with our emotions, it is…
What is Tracking Error Regret?
A central tenet of our investment philosophy is diversification. Furthermore, we advocate for “real diversification”, which means owning thousands of stocks in companies of all…
Group Intelligence and Investing
In 1906, statistician Francis Galton attended a livestock fair where villagers were invited to guess the weight of an ox. No villager successfully guessed the…
Investing in Publicly Traded Equities vs. Direct Real Estate (Part 2)
In Part 1 of this series, a brief list of the advantages and disadvantages of investing in publicly traded equities vs. direct real estate was…
Investing in Publicly Traded Equities vs. Direct Real Estate (Part 1)
Some investors choose to invest their savings in stocks while other others favor investing in directly real estate. Below is a brief list of the…
Health Savings Accounts – The Best Retirement Account of All?
In the hierarchy of tax-preferenced savings vehicles, the Health Savings Account (HSA) sits at the top. Unlike an IRA or 401K, an HSA offers a…
Dimensional Fund Advisors and Vanguard (Part II): Dimensional’s Advantages
As I discussed in a previous article, Dimensional and Vanguard are similar but are different in some key respects. While neither fund family relies on…