This is Pat Haggerty with Larchmont Wealth. A question I’m asked all the time: should I invest in low-cost index funds, should I be indexing? And the answer I use is, just like buying generic ingredients at the grocery store sometimes, like with salt, is...
How do you know if it’s worth changing Investments? Where you hold unrealized capital gains, meaning Investments that you made that are currently up in value, and if you sold them would cause tax consequences, the first thing to do is to upload those...
