Tis the Season for Tax Harvesting…

Harvesting losses on an annual basis is a prudent strategy that we employ and where we have more flexibility than other money managers because we focus on buying individual securities. In addition to harvesting losses, recognize that managing your gains is part of investing (rebalancing). The value of continuing to defer capital gains taxes is not as great as it seems.

The Only Thing We Have to Fear is Fear Itself

Investors know at some level that market corrections, like the two in the S&P 500 this year, are a normal part of market behavior. They happen. They are temporary. But investors may not realize just how quickly the market fully recovers.

Brexit Risks Escalating, Challenges Abound, But a Deal Still Likely

Britain’s exit from the European Union is approaching the two-year deadline to define the new terms of a Britain/Europe relationship. While the lack of a deal could end Theresa May’s stint as Prime Minister, as well as cause significant disruptions to EU stocks, betting on a particular political result is not part of our investment strategy.