Mar 14, 2024
Financial planners frequently meet with folks who want to invest for growth. After all, who doesn’t want to see their portfolio grow? But, growth also means capital gains tax. Are there any investments that encourage portfolio growth but have limited tax liability? On today’s show, Doug answers a listener question...
Feb 2, 2024
In "The Journey to Expatriation," we delve into the complex world of expatriation, featuring the real-life journey of a couple navigating the process of giving up U.S. citizenship.
Join Doug as he uncovers the emotional, legal, and financial considerations behind this significant decision.
Discover how this...
Dec 28, 2023
Financial advisors and investment professionals,
As we bid goodbye to 2023, let's take a moment to reflect on the state of our portfolios and plan for the new financial year.
📌 Year-End Portfolio Snapshot
- Understanding the precise value of your portfolios is essential. An approximate ballpark isn't...
Nov 25, 2023
- 📉 **Volatility Management**: Buying high and selling low is a surefire path to investment failure. It’s important to understand the...
Mar 23, 2023
Professional stock researchers can serve as stock pickers for investors who don’t know where to start. Is it better to pick your own stocks or to use a professional stock picker? Tao Wang, a portfolio manager for Alpha Architect, explains how to begin researching stocks. He outlines the differences between...