In a recent piece, we explored how to invest available cash: Should you invest it all right away as a lump sum? Or are you better off wading in more gradually with dollar-cost averaging? In round … [Read more...]

Good news: You have an extra $24,000, and you’ve decided to invest it in the stock market. It’s always nice to have investable cash on hand. But you also might feel as if the pressure is on. Nobody … [Read more...]

Delap Wealth Advisory’s evidence-based investing portfolios are strategically invested with a focus on long-term performance objectives. Portfolio allocations and investments are not adjusted in … [Read more...]

Investment losses rarely (if ever) make investors happy. But there are ways to make Uncle Sam share in some of that pain. The following discusses tax-loss harvesting and why it should be considered … [Read more...]

Overview: Many investors may believe that evidence-based investing means simply buying index funds. However, there are some key differences between index investing and evidence-based investing. The … [Read more...]

Overview: The following rules can help investors build and adhere to a well-designed investment plan. These guidelines may be instrumental in giving investors the best chance of achieving their … [Read more...]