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by Jeff Deiss CFP, AEP, Wealth Advisor 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...
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by Paul Broughton As we approach year-end it’s appropriate to reflect on what’s taken place and how things look going into 2020.  The current quarter, in particular, is representative of the entire year, in that the headlines seem to be so negative and concerning, even as the markets and economy are looking pretty decent.  This quarter,...
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by David Lieberman Managing Partner, Portfolio Manager I am a fantasy baseball geek. And, as a fantasy baseball geek, I get together with 10 friends from all over the country each year for a 7-hour fantasy baseball draft.  The methods that we use to evaluate the skills of a player have changed a lot and have...
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Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean. A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradisematic...
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