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News & Advice from Amit

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March 2, 2026

Writing About Markets While the World Burns

Writing About Markets While the World Burns   It feels strange to write about markets while missiles are flying.   People are...
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February 3, 2026

Consumers Are in Their Feelings,But Still Spending

Consumers Are in Their Feelings, But Still Spending   U.S. consumers are in their feelings right now. Very in their feelings....
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January 21, 2026

Why Electric and Gas Bills Are Going Up In Ramsey

Why Electric and Gas Bills Are Going Up in Ramsey, NJ    And why the real reasons are less political and...
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January 21, 2026

Why Electric and Gas Bills Are Going Up

Why Electric and Gas Bills Are Going Up   And why the real reasons are less dramatic than the headlines suggests....
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January 12, 2026

The Market Will Fall. It’s Still Not Taking You Back to 1995

The Market Will Fall. It’s Still Not Taking You Back to 1995       Fear never changes   The market...
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January 5, 2026

The Tax Trap That Locks You Out of Your Own Equity

The Tax Trap That Locks You Out of Your Own Equity   If you work for a company and part of...
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December 29, 2025

My Vacation to The Dominican Republic Made Me Think About Luck

My Vacation to The Dominican Republic Made Me Think About Luck   I’m writing this from the Dominican Republic.   I’m...
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December 15, 2025

OBBA Tax Changes Everyone Needs To Know About

OBBA Tax Changes Everyone Needs To Know About   When a large tax bill passes, most people only see the headlines. The...
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December 8, 2025

How the Next Generation Sees Money

How the Next Generation Sees Money   My kids get money all the time. Birthdays. Holidays. Chores. Grandparents who love slipping...
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December 1, 2025

A Season of Fatigue Without the Panic

A Season of Fatigue Without the Panic   Every year around the holidays, people tell me they are exhausted. This year...
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November 24, 2025

The Jenga Tower Economy

The Jenga Tower Economy   The economy right now reminds me of a long game of Jenga. The tower grows taller,...
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November 17, 2025

How Investment Advisors Are Structured

How Investment Advisors Are Structured   Most people don’t think about how financial advisors are actually set up. They shouldn’t need...
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November 10, 2025

When Everything Costs Too Much

When Everything Costs Too Much      For much of my career, I believed that a recession was the worst economic...
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November 3, 2025

Are We In A Bubble?

Are We In A Bubble?   Why We’re Not in a Bubble Yet  The stock market has been on a wild...
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October 14, 2025

Stop Letting Uncle Sam Eat Your Returns: Why High Earners Need a Real Tax Strategy, Not Just Index Funds

Stop Letting Uncle Sam Eat Your Returns: Why High Earners Need a Real Tax Strategy, Not Just Index Funds     ...
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October 10, 2025

When Washington Shuts Down, but Markets Don’t

When Washington Shuts Down, but Markets Don’t     Every few years, Washington reminds everyone how broken the system can feel....
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September 29, 2025

Don’t Forget the IRS Wants Their Cut

Don’t Forget the IRS Wants Their Cut    Every December, the same thing happens. Someone calls in a panic because they...
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September 22, 2025

Fed Cuts, Mortgage Rates Climb: What It Means for You

Fed Cuts, Mortgage Rates Climb: What It Means for You   On September 17, 2025, the Federal Reserve cut its short-term...
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September 15, 2025

How We Helped a Client Unwind a $640K Position, Without the $197K Tax Hit

How We Helped a Client Unwind a $640K Position, Without the $197K Tax Hit     I have a client who lives...
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September 4, 2025

Mastering the Mind: The Empty Boat and the Biases That Steer Your Finances

Mastering the Mind: The Empty Boat and the Biases That Steer Your Finances    Money is supposed to be rational. Numbers...
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August 25, 2025

Tariffs Are A Hidden Tax We All Pay

Tariffs Are A Hidden Tax We All Pay     Tariffs sound like something out of an economics textbook. They are not...
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August 11, 2025

Overlooked Social Security Rules That Can Make or Break Retirement

The Overlooked Social Security Rules That Can Make or Break Retirement     Social Security has a way of turning a...
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July 29, 2025

Active vs Passive in 2025: Who’s Winning?

Active vs Passive in 2025: Who’s Winning?   Cutting Through the Noise   There’s always noise in investing. Fund managers make...
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July 14, 2025

Who’s Shaking the Jar?

Who’s Shaking the Jar?   There’s this viral story floating around the internet that goes something like this: You put 100 black...
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July 7, 2025

The Sugar High of Hype: Why True Financial Planning Isn’t Sexy… But It Works

The Sugar High of Hype: Why True Financial Planning Isn’t Sexy… But It Works Back in 2023, you couldn’t walk into...
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June 30, 2025

The Money Talk That Isn’t Really About Money

The Money Talk That Isn’t Really About Money   There’s something quietly powerful about Sunday afternoons. They’re not the weekend anymore,...
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June 23, 2025

Headlines, Bombs, and Balance Sheets: What Military Strikes Really Mean for Your Portfolio

Headlines, Bombs, and Balance Sheets:  What Military Strikes Really Mean for Your Portfolio    Over the weekend, the United States launched...
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June 16, 2025

Stop Trying to Time the Market: Do This Instead 

Stop Trying to Time the Market:  Do This Instead    There’s a quote I think about often: “More money has been...
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June 9, 2025

How Things Feel vs. How Things Are: The Bias Costing You Real Money 

How Things Feel vs. How Things Are: The Bias Costing You Real Money   There’s a quote that’s been living rent-free...
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June 2, 2025

This Is What Happens When You Bet on Yourself

This Is What Happens When You Bet on Yourself   Seven years ago, I walked out the doors of the financial...
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Writing About Markets While the World Burns
March 2, 2026
Consumers Are in Their Feelings,But Still Spending
February 3, 2026
Why Electric and Gas Bills Are Going Up In Ramsey
January 21, 2026

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