When the moon hits your eye like a big pizza pie, that’s…

The January Effect

Throughout the year, as part of a thoughtful approach to wealth management, I try to minimize the potential taxes clients owe from gains in their portfolio. Often, in December clients will start asking about the January effect and whether they can take advantage of it. Below I will share with you the most common questions, ...

Tune Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets.

Please Mind the Gap

Have you checked the weather today? While models can be useful for gaining insights that can help us make good decisions, they are inherently incomplete simplifications of reality.

Elite Triathletes and Investors

Elite Triathletes and Investors

Highly disciplined triathletes don’t possess superhuman powers, and neither do successful investors. Putting yourself in a position to reach elite results is a simple, replicable formula.


Embarking on a financial plan is like sailing from Europe to North America. The voyage won’t always go to plan, and there’ll be rough seas. The odds of reaching your destination increase greatly if you start by sailing west.

Investment Mistakes

Peter Mallouk’s book(1) should be required reading for anyone going near any market. Here are the five common investment mistakes he dwells upon.

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