Lessons from the Pros

Oct 22, 2018 Issue


Does “Deliberate” Describe the Way you Trade?

Words have always fascinated me, their origin, meaning and use in sentences. When I come across a word that I’ve never heard or don’t know the meaning of, I immediately go to the Dictionary app on my phone to look it up . Once I learn the definition, I begin to incorporate it into my… Read More »

Proactive Investor

Subtracting Volatility by Adding It

In last month’s article, Rate of Return and Risk, I discussed how return and risk are related. One of the key points was that the types of assets that produce the highest returns also provide the greatest risk of losing principal (like stocks); another was that overall market risk can be reduced by diversifying… Read More »


Tax Planning Opportunities in 2018

We are now officially in the last quarter of 2018 and our focus should shift to tax planning. Let’s start with an overview of the 2017 Tax Cuts and Jobs Act, aka the new tax reform and how it affects us. Major Tax Reform Changes for 2018: Read More »

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