Articles by Andy Rachleff

What So Many People Get Wrong About Tax-Loss Harvesting

What clients do understand and love about tax-loss harvesting is its simple value proposition: it can lower the taxes you pay. But too many people are getting something important wrong about this popular feature.

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The Myth of the Passive Investing Bubble

Last week Bloomberg reported that the aggregate assets invested in index-based funds surpassed actively managed equity funds for the first time. This comes as no surprise to those of us who have long been promoting the merits of passive investing.

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What To Make of the Mercurial Market — And What To Do With Your Investments

It’s no wonder some people are inclined to stop investing when the market gets uncertain. So what’s our advice for worried or anxious investors?

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Why You Should Invest Despite Volatility

Refraining from investing in a volatile market is yet another example of how what feels right isn’t necessarily the right thing to do when it comes to investing. Let your rational mind guide you: Don’t let your fear of loss take control.

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