
Dividend Investing - Navigating Hype and Pitfalls To Get Results.
Last month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.
Perfection is the Enemy of Good, Focus on Executing Improvements.
While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years.
Enjoy Every Sandwicher Moment.
This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.
You Can’t Always Get What You Want… But If You Try Sometimes
With markets All Down The Line, thinking it will make you Happy to become Exile on Wall St?
Tax Loss Harvesting: Give Thanks And Slice Your Pie
Losing investments can offset realized profits as well as up to $3,000 in non-investment income each year.
If your taxes could talk, what would they say?
Your just completed taxes are telling you how to save money in 2021 and beyond, are you listening?
Revisiting - Dividends: Evolve Beyond Yield
Revisiting the conundrum for income investors in today’s low-interest rate environment.
Would’ve, Could’ve, Should’ve… But Did You?
Instead of talk of the future, act on the constants - change and time.
Proactive Planning and Health Remain Critical
Putting off your health or planning over fear isn’t the “new normal”.
Be Proactive and Less Reactive
Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.
Tax Loss Harvesting: Be Thankful & Mindful
Balance portions and portfolios to enjoy tax-time desserts.