You might hear references to an Economic Moat when reading value investing analysis for specific companies. What does a moat have to do with the fundamentals of a company? Before we answer that question let’s be clear on what a…

We are huge advocates of doing research on companies before making an investment decision. The key to good research is getting the right information and having the tools available to speed up the process. There are several places to find…

Tax loss harvesting is a strategy to maximize your investment returns and minimize your tax burden. The strategy itself is easy to put into practice, but there are pitfalls you should be aware of to implement it successfully. In our…

Having a list of ETFs that follow similar strategies is useful for tax-loss harvesting purposes. Below is a list of ETFs grouped by the indexes that they track that can help in that process. For instance, the Large Cap ETFs…

There are many choices in investing. The New York Stock exchange lists over 2,800 companies alone, and the NASDAQ has another 2,500+. With so many stocks to chose from, how do you pick the right ones since not every company…

As tax season has come and gone it’s a good reminder to make sure that you use all of the tools at your disposal to maximize your investment returns and minimize your tax burden year around, and effective investing requires…

There are lots of things that can affect the market during the holiday season and the end of the year. There is no doubt that your favorite financial news channel will try to explain the movements of the market at…