News | Blue Haven Capital

Sep 10

Your RSUs Are a Cash Bonus That Happens to Arrive as Stock

By Kevin Kleinman Blue Haven, Employee Stock Options, Financial Planning

The tax bill arrives whether you sell or not. Once you see that, holding stops being the default and becomes a decision you are actively…

Sep 10

Your 401(k) Deferral Is Still Set Where You Left It in January

By Kevin Kleinman Blue Haven, Taxes

Just here to check your pace? Jump straight to the calculator — it takes four numbers off your last paystub. As the end of the…

Sep 02

Blue Haven Capital card: Kalshi's contract on a Fed hike before 2027, priced at 13 cents in January and 75 cents today.

An Open Letter to Schwab: The Prediction Market Line Is Drawn in the Wrong Place

By Kevin Kleinman Blue Haven, Market Outlook

Schwab is right to worry about the line between gambling and investing. It has drawn that line in the wrong place — and advisors are…

Aug 29

Blue Haven Capital card: 88.3 percent of actively managed U.S. large-cap funds underperformed over 15 years, SPIVA through 30 June 2025.

Why We Don’t Try to Beat the Market

By Kevin Kleinman Blue Haven, Education, What are ETFs?

Most active managers underperform, and the critics of that finding have a point. The reason we index is simpler than either number: the winners do…

Aug 23

Blue Haven Capital card: the average bundled advisory fee was 0.96 percent in 2026, down from 1.05 percent in 2023.

What Does a Financial Advisor Actually Cost?

By Kevin Kleinman Education, Featured, Financial Planning

Most advisors charge about 1% a year, but the headline percentage is rarely the whole cost. Every fee model, what each one runs, and the…

Aug 17

Blue Haven Capital card: a narrow window in the middle of a working life for visiting Positano.

A Narrow Window to Visit Positano

By Donald Cummings Blue Haven, Travel & Money

I was recently in Positano, Italy for the first time and would recommend, with caveats, the town to almost anyone. I happened to take the…

Aug 17

The Other 600: Why We Own the Index Nobody Talks About

By Kevin Kleinman Blue Haven, Market Outlook, Top Articles

The headlines in 2026 have been about the same names they've been about for years. But the strongest returns in the US stock market this…

Aug 16

Give Your Kids a Head Start on Retirement

By Kevin Kleinman Blue Haven, Financial Planning

Last month, we highlighted Trump Accounts as a new way for parents and grandparents to begin investing for children at an early age. But once…

Aug 14

Borrow Smarter With Your Portfolio

By Kevin Kleinman Financial Planning

For most investors, a Schwab account is primarily a place to save and invest. But through your Schwab relationship and our work as your advisor,…

Jul 21

Four reasons we remain constructive

By Kevin Kleinman Blue Haven, Market Outlook

While the stock market has moved lower in July, the overall trend for the year has been positive. In this article, we highlight four reasons…

Jun 16

Savings Rates Keep Dropping

By Kevin Kleinman Blue Haven, Financial Planning

Over the last two years, high yield savings accounts have become a staple of many household financial plans. With interest rates above 4% and sometimes…

Jun 16

Markets keep rallying

By Kevin Kleinman Market Outlook

Markets are poised to finish the second quarter near their highest levels of the year. While the war with Iran caused stocks to fall in…

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