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...
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Tad Jakes, CFP®, EA, ECA
- Apr 25
- 4 min
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
- 5 min
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
- 5 min
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
- 6 min
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
- 8 min
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
- 7 min
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, 2023
- 6 min
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, 2023
- 6 min
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...
Tad Jakes, CFP®, EA, ECA
- Sep 22, 2023
- 6 min
Tax-Wise Investing: The Underrated Power of After-Tax Returns
When we invest, we strive to maximize returns for our targeted level of risk. In that quest, a common oversight by investors is to focus...
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