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Tad Jakes, CFP®, EA, ECA
Oct 2, 20242 min read
Fed Rate Cuts: A Short-Term Distraction for Long-Term Investors
The media has been abuzz since the Federal Reserve’s (Fed’s) decision to lower their benchmark interest by .50%, a larger move than many...
Tad Jakes, CFP®, EA, ECA
Aug 28, 20245 min read
Tax-Efficient Investing: How Asset Location Can Boost Your After-Tax Returns
You are probably aware of the three most crucial aspects of real estate investing: location, location, location. This concept is also...
Tad Jakes, CFP®, EA, ECA
Apr 25, 20244 min read
Election Years and the Markets: How Long-Term Investors Win the Race
History shows that a long-term investor should stay the course during an election year.
Tad Jakes, CFP®, EA, ECA
Mar 25, 20245 min read
S&P 500 at All-Time Highs: Is Your Portfolio Due for a Rebalance?
In the world of financial markets and investment portfolios, there is no shortage of strategies, philosophies, tips, and tricks....
Tad Jakes, CFP®, EA, ECA
Mar 14, 20245 min read
Fear of Missing Out: The Perils of Chasing Stocks
In the fast-paced world of investing, the allure of chasing popular stocks can be tempting. The promise of quick riches, the thrill of...
Tad Jakes, CFP®, EA, ECA
Mar 6, 20246 min read
How to Maximize After-Tax Yield and Pitfalls to Avoid
Due to the Federal Reserve's rate hiking cycle, interest rates for many fixed-income securities are the highest we’ve seen since 2007. ...
Tad Jakes, CFP®, EA, ECA
Feb 14, 20248 min read
Tax-Gain Harvesting: A Strategy You May Be Overlooking
If you are a seasoned investor, you are likely familiar with the idea of "tax-loss harvesting," which is a strategy that allows you to...
Tad Jakes, CFP®, EA, ECA
Jan 3, 20247 min read
Tax-Loss Harvesting: A Smart Move for Savvy Investors
Maximizing your investment returns involves more than just selecting the right asset allocation or investments. It also entails...
Tad Jakes, CFP®, EA, ECA
Nov 9, 20236 min read
Shifting the Investment Process from Speculation to "Evidence-Based"
Google “investment strategies” and prepare to be overwhelmed. You will be bombarded with a litany of choices provided to you by blogs,...
Tad Jakes, CFP®, EA, ECA
Oct 17, 20236 min read
Why Timing the Stock Market Can Be a Dangerous Game
Have you ever tried to time the stock market? How did it work out? Did you rake in armfuls of cash or did you kick yourself for even...
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