Investment Switch Calculator
Sometimes it’s worth paying tax on an embedded gain to capture higher returns with a lower cost fund.
Book Summary of The Crisis of Crowding
Risk typically stems from concrete things we can point to, like recessions or political change. Crowding behavior is less visible and this book explains how it amplifies market volatility.
The Faulty Assumption Behind 3 Scary Charts
This post explores the common thread between charts on valuations, economic expansions, and expected returns.
When High Yield Isn’t High: After-Tax ETF Returns
A look at the true returns of popular ETFs held in taxable accounts.
The Most Deceiving Chart for Stock Investors
We’ve all seen a chart that looks like this: