Blog

Thoughts and musings from my desk to you.

Death and Taxes

Step-up in Basis Rule, Tax Strategy

Everybody has heard the old saying that nothing is certain in life except death and taxes. But not everyone knows how death and taxes are inextricably linked.

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Emotional Investing Mistakes

Behavioral Finance

Investing is an emotional art form with very little science, although Wall Street does a great job of creating the illusion of scientific certainty with their expensive strategies. Even if they were scientifically advantageous, it’s all moot if clients make emotional mistakes.

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Investing is All About Perspective

Behavioral Finance, Investing

As investors attempt to navigate choppy waters, we often come to realize how difficult it is to predict the future. Most tend to project today into tomorrow and more dangerously, we tend to act today based on what we feel about tomorrow.

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Smart Money? Maybe. Brilliant Money. Never.

Investing

Like all industries, there is a pecking order in the investment arena, a hierarchy if you will. At the top of the financial pyramid are the hedge fund and private equity businesses.

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Investor Trendspotting

Investing, stock market

One of the greatest misconceptions investors have embedded in their psyche is the assumption that predictions about the future are accurate or even valuable. I struggle with it too.

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Hedge Funds' Comeuppance

Investing

Hedge fund managers are far and away the wealthiest and most powerful operators on Wall Street. This is despite producing some of the worst overall results for investors.

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Gil's Musings

Learn about the world of investing from an industry veteran. Gil's Musings are inspired by Gil's thoughts on timely finance topics, stock market trends and the psychology behind smart investments.

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