-Explaining the “why” behind not putting all your eggs in one basket
-The potential to net more money, while taking less risk
-How diversification can sometimes feel disappointing, even when it’s working
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The takeaway: many of the best days occur during or immediately after the worst. Staying invested through downturns positions you to capture the eventual recovery—and the compounding growth that comes with it.
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When to invest before paying off debt and vice versa.
What types of insurance to carry.
How to simplify personal finances.
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Tax-loss harvesting is the act of selling assets that have taken a loss, then using those realized losses to offset realized capital gains as well as ordinary income in a taxable account.
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