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Outsmart the IRS With This Simple Investment Trick

Avatar photo Kate Stalter on August 29, 2026

Smart account placement means more tax-free growth. Here’s how.

Retirement Investors, Beware the ‘Direct Indexing’ Schemes

Avatar photo Kate Stalter on July 30, 2026

Direct indexing sounds sophisticated, but what do the fees and tax benefits say?

RSP vs. SPY: Does Diversification Require Equal Weight?

Avatar photo Kate Stalter on July 18, 2026

Equal Weight Index (RSP)

The equal-weight RSP solves the S&P 500’s concentration problem, but not for free. Which one makes sense for you?

This ETF Says It Beats the Market. Here’s the Catch.

Avatar photo Kate Stalter on July 15, 2026

Considering an investment

AVUV bets on cheap, small stocks besting the market. The edge is real, but streaky. Here’s who should consider it.

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