If it Makes You Happy…

“If it makes you happy, then why the hell are you so sad?” – Sheryl Crow   Clients often ask us how often they should look at their portfolio balance. We have a handful of clients who look at it every single day, as soon as the stock exchange closes. Is this healthy? Do the…

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Location Optimization: What Does it Mean?

A debate has surfaced in our industry over the last few years on what’s being called “location optimization.” Location optimization, or as some call it, “asset location,” is the practice of buying and holding investments based on the tax consequence the asset generates by holding it. For example, an average household’s portfolio may consist of…

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