Positioning for Wealth Newsletter

Positioning for Wealth Newsletter

FORE! The Connection Between Golf and Investing

Published on April 11, 2024

You may either be an armchair golfer watching The Masters or an avid league player about to tee it up at your local course. Either way, there are lessons that can be taken from the golfing world…


April 11, 2024


February 21, 2024


January 11, 2024


November 30, 2023

Index Benchmarking (is) for Dummies

Published on February 21, 2024

No, you’re not really a dummy. We just needed a catchy title! We actually discuss index benchmark performance with our clients all the time. Despite the problems of using indexes as a measure of investment…

How Elections (pretty much don’t) Affect the Stock Market

Published on January 11, 2024

Rational people understand that stock market performance will be based on sound economic fundamentals such as corporate earnings, interest rates, inflation, and GDP.

How to Win by Losing: The Tax Loss Harvesting Game

Published on November 30, 2023

Have you ever felt like you’re paying more taxes than you should? Well, you’re not alone! Uncle Sam has a way of making even the most profitable investments feel like a loss. But what if there was a way to ease your tax burden on these winners? That’s where tax-loss harvesting comes in, a strategy that allows you to offset your gains with losses.