Positioning for Wealth Newsletter

Positioning for Wealth Newsletter

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.


November 30, 2023


January 11, 2024

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.