The Wealth Insights Blog
Tax Planning
Tax-Loss Harvesting: How to Offset Capital Gains Tax on Investments
2020
August 3 - Meet the Partners! An Interview with Jim Palermo, CFA, CAIA
July 28 - How Understanding Interest Rates & Inflation Can Improve Your Investing
June 30 - 6 Cybersecurity Tips for Investors in 2020
June 19 - Meet the Partners! An Interview with Richard L. Evans
June 5 - Meet the Partners! An Interview with Michelle Tucker
May 28 - When Stocks and the Economy Diverge
May 26 - Meet the Partners! An Interview with Marjorie A. Bennett
April 24 - The Benefits of Roth Conversions
April 16 - How Trading Algorithms Work
March 18 - COVID-19 & Important Investing Reminders
February 27 - When Should I Take Social Security?
February 20 - Enhancing Your Estate Plan: Types of Irrevocable Trusts
February 13 - What is a Good Financial Plan & Do I Need One?
January 30 - How Should I Withdraw Money for Expenses?
January 23 - 529 College Savings Plans: A Deep Dive
January 17 - 8 Changes the New SECURE Act Brings to Investors & Business Owners
January 8 - The 2010s: A Decade in Review
2019
December 26 - 2019 Year-End Checklist
December 12 - Direct Indexing: Mutual Funds & ETFs without the Fees
November 27 - The Benefits of Tax Loss Harvesting
November 21 - Make the Most of Your Charitable Giving - Updated
November 13 - How the Markets Work and the FAANG Mentality
October 17 - The Power of Delayed Gratification: A Recommendation for America's Emerging Workforce
September 12 - How Chicago Partners Adds Value as an Investment and Financial Advisor
August 22 - What is a Pledged Asset Line (PAL)?
June 24 - College Financing 101
June 5 - Advice to Young Adults
May 23 - Volatile Market - Situation Normal
May 2 - The Uncommon Average
April 11 - Why a Roth IRA is a Great Choice for Young Investors
April 3 - The Yield Curve (Updated)
March 15 - To Bit or Not to Bit
March 8 - Six Cognitive Biases Messing with Your Investing
February 26 - How the Fed's Changing Tone Might Affect the Economy
February 15 - Why You Should Plan Before the Refund Check Comes
January 24 - Optimize Your Company's Cash Reserves
January 17 - How the Red Queen Hypothesis Can Protect Your Wealth
January 10 - The Difference Between Simple & Easy
2018
December 28 - 2018: A Year in Review
December 19 - 6 Financial Items to Review before New Year's Eve
December 5 - Make the Most of Your Charitable Giving
November 27 - Expected Return Analysis for Equities
November 7 - Midterm Elections: What Do They Mean for Markets?
November 6 - Why You Should Have an Estate Plan
November 1 - Sage Perspectives on Volatility
October 29 - Market Update
October 24 - Maximizing After-tax Returns with Investment Accounts
October 17 - Personal Defined Benefit Plan
October 13 - Expectations and Perceptions
September 7 - Which 401k is Best: Traditional or Roth?
September 21 - Lessons in Wealth Management: Creating, Growing, & Managing Your Wealth
August 31 - Life of a Bull Market
August 24 - When to Save & When to Spend
August 20 - Changing Times: What People are Doing with Their Money
July 27 - Is Your Cash Working for You?
July 20 - E+R=O, a Formula for Success
July 13 - The Importance of a Diversified Portfolio
June 29 - Planning for Your Family - Is a GRAT Right for You?
June 22 - 5 Money Tips for Young Professionals
June 12 - China's Weight in Emerging Market Indexes
May 11 - Why the Monkey Might Win
May 10 - Value vs. Growth
February 6 - Down is Faster
January 27 - Volatility vs. Loss of Capital
2017
December 14 - Key Questions for the Long-term Investor
December 14 - Small Cap Value vs. Large Cap Core
October 5 - Lessons for the Next Crisis
September 12 - Equifax Data Breach