facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

The Sapient Investor

Roth Conversions: 2020 is the Year Thumbnail

Roth Conversions: 2020 is the Year

Higher taxes are probably ahead. Roth conversions may be the smartest way to protect your retirement nest egg. Here is what you need to know about this important retirement planning strategy.

Read More
Time for Tax-Loss Harvesting? Thumbnail

Time for Tax-Loss Harvesting?

Make some lemonade from the lemons that the market has given to your portfolio by “harvesting” some losses. This will reduce your tax bill next year.

Read More
The Economic Impact of Covid-19 Thumbnail

The Economic Impact of Covid-19

Covid-19 is not the first pandemic. We have come through them all. Yes, the short-term economic costs of fighting this one are particularly high, but the economy, and your portfolio, will recover.

Read More