Tag: Investments
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Down 70%? Don’t Let it Happen to You
Concentrated stock holdings can be risky. Novo Nordisk is just the latest poster child for this fact that everyone knows, but not everyone wants to do something about. Novo Nordisk has fallen from a high of about $142 per share in June 2024 to about $51 per share in August…
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Are Taxes Killing Your Compounding?
We were recently interviewed for a piece on CBS. We discussed the magic of compounding. Compounding is at the core of investing. One of the biggest enemies of compounding is taxes. Tax-Exempt AccountsYou know, and undoubtedly speak with clients, about the compounding benefits of tax-free accounts including IRAs, 401(k)s, in…
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Inflation Protection? Or Trap?
With inflation remaining “stubbornly high”[1] we today take a look at the usefulness, or lack thereof, of TIPS. Please don’t buy TIPS without reading this. TIPS stands for Treasury Inflation-Protected Bonds. The US Treasury describes TIPS thus (we added the “bold” fond for emphasis): Treasury Inflation-Protected Securities (TIPS) are marketable…