The Balance Q2 2023

The Balance Q2 2023

Economists and Stock Market Strategists are pessimistic and prolific. Their voices of doom and gloom make them look smarter. But stock movements are driven by earning trends. Stock earnings are pretty good. Better than expected, even, again and again. We’re excited to...
Three Ways to Turn Investment Lemons into Tax Lemonade

Three Ways to Turn Investment Lemons into Tax Lemonade

By:  Clinton Miller, CFP® Investment returns are bad this year.  Is it frustrating to watch your accounts drop for reasons out of your control?  You’re probably familiar with the common advice to take the long-term view, not make any changes, or even to just ignore...