Wealth Management Blogs and Articles
Wealth Management Blogs and Articles
Wealth Management Pulse
EMAIL DIGESTS
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Every morning
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Over the past year the U.S. stock market has risen roughly 19% while almost 30% of Russell 3000 constituents have slipped 10% or more. One‑in‑five stocks are down 20% or worse, including many household names in software, private‑equity, credit‑cards, fintech and blue‑chip sectors. The piece explores “bottom fishing” – buying heavily discounted stocks – and weighs the upside of contrarian bets against the risk of prolonged declines. It warns investors to be patient, run valuation work, and remember most stocks never fully rebound.
The piece draws a clear line between investments—assets that generate regular income such as dividends, interest, or rent—and speculation, which relies solely on future price appreciation. It argues that income streams enable compounding and lower portfolio volatility, while speculative holdings...
Lawrence Lepard, a leading sound‑money advocate, reiterated his conviction that the United States’ unsustainable debt trajectory will drive relentless money printing, bolstering demand for hard assets. He argued that recent sharp declines in gold, silver and Bitcoin represent a healthy...
Warren Buffett attributes his $150 billion fortune to eight disciplined investment rules, from protecting capital to investing in oneself. The core principles emphasize avoiding losses, staying within a circle of competence, and buying quality businesses at a margin of safety. Buffett’s...
Senate Bill 513, approved by Connecticut's Finance Committee, would extend the federal pass‑through entity tax credit to middle‑income earners making over $50,000, offering roughly $1,100 in annual savings. The program lets participants voluntarily reduce their salary in exchange for a...
Wyoming enacted a law, effective July 1, 2024, that eliminates state sales and use tax on motor‑vehicle transfers between qualifying family members. The exemption applies only to genuine sales or gifts, and the donor must have paid the original tax when...
The article explores why physicians, despite high earnings, frequently overpay the IRS and miss key deductions, highlighting a typical $650,000 wealth gap between “rich” and “rich‑ish” doctors. It links to a tax guide that outlines strategies for maximizing deductions, retirement...
Ultra‑wealthy investors are using Wyoming LLCs combined with New York asset‑backed loans to grow wealth while sidestepping capital‑gains tax. The structure separates ownership, protection, and financing, leveraging Wyoming’s charging‑order shield and zero state income tax, while New York lenders evaluate...
High combined state, local, and federal taxes are prompting wealthy New Yorkers to consider relocating. A top New York earner faces roughly a 60% marginal tax rate, which drops to about 57% in states with no income tax, effectively delivering...
Side‑hustle income is increasingly common, but many use it for short‑term spending. The article outlines a systematic approach to convert that extra cash into lasting wealth by setting clear goals, separating earnings, building a safety net, automating savings, and investing...
Retirees face rising costs as inflation outpaces many fixed‑income assumptions, even though Social Security’s cost‑of‑living adjustment (COLA) typically tracks overall price gains. The 2025 inflation rate of 2.6% led to a 2.8% COLA for 2026, but the CPI‑E, which weights...
The article examines whether constructing a dividend portfolio that delivers steady monthly cash flow is worthwhile. It outlines the psychological comfort of predictable income but warns that relying on REITs and income trusts can concentrate risk and limit growth. The...
In a recent podcast with Sonia Shenoy, the author discussed the psychological hurdles of investing, including fear, time perception, and the temptation to quit corporate life. The conversation explored market cycles, the distinction between risk and uncertainty, and the importance...
The author warns investors not to pour all cash into the market simply because the S&P 500 has slipped 10% from recent highs. A 10% decline is technically a correction, not a market bottom, and Fidelity’s historical data shows many...
Guggenheim Strategic Opportunities Fund (GOF) now yields about 20.6% annualized, trading at $10.61 per share—a near‑zero discount to its $10.64 NAV. After five years of premiums that topped 36%, the premium has collapsed, offering investors a price‑aligned entry point. The...
