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How to Use Tax Loss Harvesting to Reduce Client Taxes
What is Tax Loss Harvesting? Tax loss harvesting (TLH) is simply a strategy where the current losses in client positions […]
Replacement Trading Processes Made Easy
Bryson Pouw, President One of our favorite things to do at BlazePortfolio is to solve hard problems with the click […]
Do Robo-Advisors Use Excel Spreadsheets?
That and other questions will be helpful while addressing your firm’s infrastructure, in light of the robo-advisors onset. Opinions on […]
Technology Decisions That Drive Your Staff Crazy; Selecting Software that Works
While assessing an advisory firm’s technology needs, I was told to “push the envelope” with Excel’s capabilities so the firm […]
And the Definition of Obsolete Technology is…
While attending a technology seminar, the speaker mentioned “obsolete technology” several times during the presentation. At its conclusion, I asked […]