John H. Robinson, Financial Planner (May 2025) Tax loss harvesting (TLH)-the practice of selling depreciated assets to offset capital gains and reduce tax liability-is widely promoted as a … [Read more...] about Challenging the Merits of Tax Loss Harvesting
Blog
Why I Always Say “Friends Should Not Let Friends Buy Bond Funds”
By J.R. Robinson, Financial Planner (April 2025) Several years ago, I wrote an article for the FPH newsletter titled, “Friends Don’t Let Friends Buy Bond Funds.” That refrain has become an … [Read more...] about Why I Always Say “Friends Should Not Let Friends Buy Bond Funds”
Understanding the Net Investment Income Tax (NIIT) and How to Avoid It in Taxable Accounts
By J.R. Robinson, Financial Planner (April 2025) “Yay- Another article about esoteric tax rules!"... said no one ever. Nonetheless, I have written this one because it keeps popping up as … [Read more...] about Understanding the Net Investment Income Tax (NIIT) and How to Avoid It in Taxable Accounts
Turning Stock Market Lemons into Lemonade: The Strategic Advantage of Roth Conversions in a Downturn
By J.R. Robinson, Financial Planner (April 2025) A depressed stock market can feel like a financial setback, but for savvy investors, it presents a unique opportunity to optimize long-term tax … [Read more...] about Turning Stock Market Lemons into Lemonade: The Strategic Advantage of Roth Conversions in a Downturn
How Should Consumers Pay for Financial Advice?
Understanding Jargon, Conflicts of Interest, and Ethical Constructs in Financial Advice Pricing Models By John H. Robinson, Financial Planner (April 26, 2025) The business of financial … [Read more...] about How Should Consumers Pay for Financial Advice?
