Long/Short Portfolios Can Improve Tax Efficiency

January 14, 2019

“Conventional wisdom” can be defined as ideas that are so accepted they go unquestioned. Unfortunately, conventional wisdom is often wrong. Two good examples are that millions of people once believed the conventional wisdom that the Earth is flat, and millions also believed that the Earth is the center of the universe. Much of today’s conventional wisdom on investing is also wrong. Read More...

Financial Planning for Investors in Their 40s

January 11, 2019

In your 40s, plan for the present through cash flow management and prepare for the future by saving and investing with foresight and discipline. Tim Maurer joins CNBC’s “Power Lunch” team to talk about what financial steps 40-something investors should pursue first. Read More...