Author: Jacob Malina

What is Tax Loss Harvesting and Why is It Important?

Nobody wants to see their portfolio balance drop in a down market. But if you invest for the long term, experiencing ups and downs along the way is inevitable. Tax loss harvesting is one way to use market volatility to your advantage and keep your financial plan moving in the right direction. This Read more…

Tax Planning with Cryptocurrency

This is the third installment in a series on planning for cryptocurrency assets. The purpose of this series is not to debate the merits of cryptocurrency or provide commentary on its outlook. Instead, it’s meant to serve as a resource for those holding cryptocurrency and how to properly factor it Read more…

Incorporating Crypto into An Existing Investment Allocation

This is the second installment in a series of posts on how to properly factor your crypto holdings into a financial plan. The purpose of this article is not to debate the investment merits of crypto — there’s enough of that on the internet already — but instead, it will focus on how to incorporate Read more…

Estate Planning for Cryptocurrency

While there are plenty of trendy headlines in the world of investing, one of the trendiest topics over the last few years has been cryptocurrency. Whether you’re in tech, finance, politics, or infrastructure, cryptocurrency is a talking point. Read more…

How to Consider Alternative Investments as Part of Your Portfolio

In our Family Office practice, we field a lot of questions from clients who are interested in alternative investments. Perhaps you’ve also wondered whether you could improve on your investment portfolio by branching out beyond your core stock/bond asset allocations. With all the possibilities to Read more…

Doing Your Due Diligence on a Private Equity Investment Offer

In our Plancorp Family Office practice, we often work with clients who are frequently presented with opportunities to invest in non-traditional offerings such as private equity, private real estate, hedge funds, etc. Read more…

How to Put Your Paycheck to Work

You work hard for your paycheck. So shouldn’t your paycheck work for you? If you’re like most people, you’ve wondered what to do with your money. It can be tempting to spend it as it comes in, even if you know you should be saving. But to get the most out of your income, it’s important that you Read more…

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