April 16, 2026
Why Investors Underperform Their Own Portfolios
Investors often assume underperformance comes from owning the wrong funds, the wrong stocks, or the wrong managers. Sometimes that is
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April 14, 2026
Capital Gains Tax Investing Strategy
For investors with taxable accounts, capital gains strategy is not just about the tax bill after a sale. It is
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April 10, 2026
Concentrated Stock Risk: Why It Deserves Extra Attention
Concentrated stock risk often builds quietly. A position may start as a success story, an equity compensation award, or a
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April 8, 2026
Long Term Investing Strategy: Staying Focused When Markets Move
Long term investing sounds straightforward, but it is often tested most when short term conditions become uncomfortable. Investors usually do
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April 7, 2026
First Quarter 2026: AI Growth, Iran War, and Volatility
During our outlook at the start of the year, we highlighted two key themes: So far, both have played out. The economy
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April 4, 2026
How to Start Investing When You Want to Build Long Term Wealth
Starting to invest can feel more complicated than it needs to be. There are account choices, investment options, and constant
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April 4, 2026
Timing the Market: Why It Is So Difficult to Do Well
Timing the market has obvious appeal. Buying just before an upswing and stepping aside before a decline would be ideal
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April 4, 2026
Tax Efficient Investing: How to Keep More of What You Earn
Many investors spend a great deal of time focusing on portfolio returns and far less time on what they actually
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