Capital Gains Sneak Peek: 2024

I’m expecting an average capital gains distribution season this year.

Oct 29, 2024 | 14 min read

IVA QUICK TAKE | Vanguard Platform to Shutter

Vanguard is shutting down its legacy mutual fund account platform at the end of 2025.

Oct 25, 2024 | 3 min read

NVIDIA’s market | Goldman Sachs’ 3% forecast | Vanguard’s 3% (to 5%) forecast

Oct 23, 2024 | 4 min read

You can reduce your tax hit during distribution season with a bit of planning.

Oct 22, 2024 | 6 min read

Everything you need to know about capital gain distributions.

Oct 22, 2024 | 8 min read

Even the best stocks drop in price | Inflation check in

Oct 16, 2024 | 3 min read