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Blog

This blog content consists of shorter and less technical articles often coupled with videos. Feedback and topic suggestions are appreciated (contact form). For brave readers who enjoy getting into the weeds, my research articles are typically longer and more technical.
What To Do With Your Cash?
What To Do With Your Cash?

  After years of near-zero interest rates, it is no surprise many people have left cash sitting around their checking, Continue Reading

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Exchange-traded Fund (ETF) Tax Efficiency
Exchange-traded Fund (ETF) Tax Efficiency

Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading

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Tax Efficiency Part III: Asset Location
Tax Efficiency Part III: Asset Location

Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading

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Tax Efficiency Part II: Investment-related Taxes
Tax Efficiency Part II: Investment-related Taxes

Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading

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Tax Efficiency Part I: Income Tax
Tax Efficiency Part I: Income Tax

Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading

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