Tax-Loss Harvesting
More Investors Should Have Access To “Tax Alpha” Sell low. It’s the opposite of conventional wisdom that tells us to always “buy low, sell high.” But for some investors, selling low — even at a loss — can be a powerful tool to generate what investment professionals call “tax alpha.” Done strategically, selling a portfolio’s […]
May 2021 Insights
The Reopening Continues: Is Inflation a Concern? Key Observations: Consumers are fueling the economic recovery as spending and credit usage soar from pandemic lows. CPI data surged 4.2% year-over-year in April, but the Federal Reserve is adamant broad price increases are transitory and not a long-term economic threat. After a rough first quarter, bond […]
Growth Through Innovation – Part 1
Looking for Growth? Harness the Power, and Inevitability, of “Disruptive Innovation” Call it the Fourth Industrial Revolution. These are unique times, unlike previous economic revolutions when multiple technologies are emerging and converging all at once. And the “disruptive innovations” bearing down on us have the power to remake the entire economy in the matter of […]
April 2021 Insights
Coinbase’s IPO Makes a Splash in the Market Key Observations: The IPO of Coinbase is an important milestone in securing the legitimacy of cryptocurrencies. Coinbase as a stock is a means to broad exposure into cryptocurrencies. The risks on Coinbase are numerous, especially given its current valuation. What is all the Fuss About Coinbase? […]
March 2021 Insights
Rising Inflation & a Re-Opening Economy Continues to Favor Value Key Observations: After approaching 0% during the pandemic, inflation is catching up with the economy. The Federal Reserve has an upbeat view on the economy projecting falling unemployment and robust GDP growth for 2021. The reopening trade continues as more state and local economies […]