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Investment Switch Calculator

Sometimes it’s worth paying tax on an embedded gain to capture higher returns with a lower cost fund.

Investment Switch Calculator
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Book Summary of The Crisis of Crowding

Risk typically stems from concrete things we can point to, like recessions or political change. Crowding behavior is less visible and this book explains how it amplifies market volatility.

Side profile of The Crisis of Crowding by Ludwig Chincarini on a concrete surface with trees in the background.
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The Faulty Assumption Behind 3 Scary Charts

This post explores the common thread between charts on valuations, economic expansions, and expected returns.

Featured image for post on mean reversion
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When High Yield Isn’t High: After-Tax ETF Returns

A look at the true returns of popular ETFs held in taxable accounts.

Table showing tax drag by asset class for two hypothetical tax situations. Dividend stocks and non-muni bonds have high drags
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The Most Deceiving Chart for Stock Investors

We’ve all seen a chart that looks like this:

Trojan horse from the movie Troy