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Insights | Financial Planning (2) 36 Articles
Friday, January 23, 2026
How Can ETFs Help Investors Avoid The Wash Sale Rule?
Tax-loss harvesting can be a savvy move, but not if the wash sale rule erases your tax break. Avoid penalties by using ETFs—so you can stay invested, maintain your strategy, and sidestep this tricky IRS regulation.
Thursday, January 15, 2026
Guiding Our Own Sleigh: Why We Believe in Stock Selection Over The Old Tales
McFaddin on the Markets
Some investors treat the beginning of January like a kind of Groundhog Day indicator for the rest of the year. Is it worth the hype?
Friday, December 12, 2025
How Demographic Shifts May Shape Financial Markets
Demographic shifts are rewriting the rules of the global economy. From aging populations to Gen Z spending habits, these powerful trends are shaping the markets. Are you positioning your portfolio accordingly?
Friday, December 05, 2025
How Central Bank Actions May Affect Your Investments
The Federal Reserve shapes the financial markets at home and abroad. Learn about the decisions you should pay attention to, so you can help position your portfolio accordingly.
Friday, October 31, 2025
The Benefits of Establishing a Donor-Advised Fund
Maximize tax advantages and support your favorite nonprofits—all in one simple investing vehicle.
Friday, October 24, 2025
Investing in Private Credit—What to Know
Many investors are intimidated by private credit, but it could be a more accessible option than you’d expect. Learn the basics and ask yourself a few important questions before you invest.
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