Insights
Market commentary, tax strategy and planning guidance from our team — written in plain language, published year-round.
An Open Letter to Schwab: The Prediction Market Line Is Drawn in the Wrong Place
Schwab is right to worry about the line between gambling and investing. It has drawn that...
The Other 600: Why We Own the Index Nobody Talks About
The headlines in 2026 have been about the same names they've been about for years. But...
Four reasons we remain constructive
While the stock market has moved lower in July, the overall trend for the year has...
Your RSUs Are a Cash Bonus That Happens to Arrive as Stock
The tax bill arrives whether you sell or not. Once you see that, holding stops being...
What Does a Financial Advisor Actually Cost?
Most advisors charge about 1% a year, but the headline percentage is rarely the whole cost....
Give Your Kids a Head Start on Retirement
Last month, we highlighted Trump Accounts as a new way for parents and grandparents to begin...
Your 401(k) Deferral Is Still Set Where You Left It in January
Just here to check your pace? Jump straight to the calculator — it takes four numbers...
Done with Your Taxes? Check These Key Line Items
If you’ve finalized your tax return, a few key line items can provide valuable insight into...
Tax loss harvesting opportunities in Crypto
Few areas of the market have fallen as sharply as cryptocurrencies. Bitcoin, the largest and most...
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On the third Tuesday we send market insights, financial planning tips and tax opportunities worth knowing about — in plain language. We’re fee-only, so there is never a product being sold.
The Other 600: Why We Own the Index Nobody Talks About
The headlines in 2026 have been about the same names they've been about for years. But...
What the SpaceX IPO could mean for markets
The expected June IPO of SpaceX is set to become one of the largest public offerings...
Tricks are for kids: tax tips for helping you and your child
Did you know there are easy ways you can lower your tax bill each year while...