by Bryan Craig Wisda, CFP® EA | Oct 22, 2026 | Investment Management
Private equity, hedge funds, and other alternative investments have increasingly become fashionable among wealthy investors. Investment firms frequently promote these investments as opportunities to generate superior returns, reduce portfolio volatility, and access...
by Bryan Craig Wisda, CFP® EA | Oct 22, 2026 | Advanced Planning, Investment Management, Tax Planning
Unfortunately, most financial advisors only have a surface level understanding of the tax code, and with the popularity of private equity few of these advisors understand the tax consequences of private equity in retirement accounts. A frequently overlooked risk...
by Bryan Craig Wisda, CFP® EA | Sep 9, 2024 | Advanced Planning, Investment Management, Tax Planning
When it comes to retirement accounts like IRAs, the promise of tax-deferred growth is a central appeal. However, as many investors discover too late, not all investments are well-suited for these tax-advantaged accounts. Master Limited Partnerships (MLPs), while often...
by Bryan Craig Wisda, CFP® EA | Sep 1, 2023 | Investment Management
In the dynamic world of finance, there’s a recurring notion: “Now is not the right time to invest in the stock market.” Whether you’re new to investing or have been at it for years, this feeling of trepidation is universal. But if you dig...
by Bryan Craig Wisda, CFP® EA | Jun 13, 2023 | Investment Management, Wealth Protection
Whenever inflation is high, investors ask, “Have stocks kept up with inflation?” YES! Over time, stocks have not only kept up with inflation but outpaced inflation by a considerable margin. Here’s a video showing the result… For more...
by Bryan Craig Wisda, CFP® EA | Oct 12, 2022 | Investment Management
Congratulations Professor Douglas Diamond on being awarded the 2022 Nobel Prize in Economic Science. Professor Diamond is a professor of finance at the University of Chicago. He is also an independent board member for Dimensional Fund Advisors (DFA). Professor Diamond...
