The Hidden Tax-Loss Opportunity in Today's Stock Market

Published on September 18, 2026

A rising S&P 500® might suggest few opportunities for tax-loss harvesting. But unusually wide dispersion among individual stocks is telling a different story—and potentially creating new opportunities for direct indexing.

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Do Munis Still Deserve a Place in Your Portfolio?

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Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.

No Country for Old (or Young) Men

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One of my favorite movies was the Coen Brothers movie, No Country for Old Men. It is the story of a guy who makes off with $2 million stolen by someone else. The ‘someone else’ is a super mean guy with a powerful blow gun. They are both being chased by a policeman. It was the best picture of 2007 and won four Oscars.