by Jeff Deiss Harvesting losses on an annual basis is a prudent strategy that we employ and where we have more flexibility than other money managers because we focus on buying individual securities.  In addition to harvesting losses, investors should recognize that managing your gains is also part of investing (rebalancing).  The value of continuing...Read More

by Paul Broughton The current news is very concerning and, to many people, very disruptive.  We have fires raging in California and social unrest in many cities.  The presidential debates got off to an unruly and ugly start.  Voting by mail looks to be a divisive issue, and, in turn, may lead to a contested...Read More

Don’t be fooled by the talking heads on television, the only loser after the presidential shouting match last Tuesday evening were the people of the United States of America. The entire debate can be summed up in 2 words. Embarrassing and cringeworthy!   What is the market telling us? We saw markets have a knee...Read More