Tax Loss Harvesting

Tax Loss Harvesting

“I shall never use profanity except in discussing house rent and taxes.” – Mark Twain Well “*#$%”, how do I minimize my tax bill? Harvesting capital losses can be one solution to minimizing current year taxes. What is tax loss harvesting? This portfolio...
What’s so Junk about Junk Bonds?

What’s so Junk about Junk Bonds?

What are junk bonds? How do I analyze junk bonds? Should I invest in junk bonds? In this post I will explain these questions and tie it all together with a recent real world example. What are junk bonds? Junk bonds can be confusing because they go by many names: junk...
All About Alternative Investments

All About Alternative Investments

Alternative investments are receiving more attention in the press with the low interest rate environment and recent volatility in the stock market. However, alternative investments have been around for decades. What are alternative investments and why should you...
Does Your Money Manager Have a CFA Charter?

Does Your Money Manager Have a CFA Charter?

What does “CFA” stand for? How do you get it? CFA stands for Chartered Financial Analyst and is a prestigious financial designation. According to The Economist, “The Chartered Financial Analyst (CFA) qualification is roughly equivalent to a specialized postgraduate...