🔄 How to Rebalance When You Have Large Capital Gains in a Single Stock 💰
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This post explores strategies for rebalancing concentrated stock positions that have accumulated large capital gains, a common challenge for long-term investors.
Investments & Finance
My Portfolio vs S&P 500: A Real Performance Comparison
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I’ve been tracking my personal stock portfolio performance against the S&P 500 benchmark for the past few weeks. With my portfolio heavily allocated to technology stocks, recent market conditions have been challenging. Here’s a detailed comparison and analysis of how my investment strategy is performing relative to the broader market.
Weekly Market Watch: Navigating the Markets for August 25, 2025
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As we step into the last week of August 2025, the financial markets are buzzing with activity. Here’s a deep dive into the key trends and actionable insights to help you navigate the week ahead.
🎁 Gift Tax Strategies: The Legal Way to Handle Capital Gains
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Ever wondered if there’s a legal way to avoid capital gains taxes? Spoiler alert: there is! Let’s explore the fascinating world of gift tax strategies and how they can help you manage concentrated positions with large unrealized gains.
The Race for Fed Chair: Trump’s 11 Candidates to Lead America’s Central Bank
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With Jerome Powell’s term as Federal Reserve Chair set to expire in May 2026, President Trump is considering an extensive list of candidates to lead America’s central bank. According to recent reports, the administration is evaluating 11 potential nominees through a deliberative process led by Treasury Secretary Scott Bessent. 💼
Tariffs, Jobs Revisions, and a Likely September Rate Cut: A 2025 Playbook for Investors
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How tariffs, BLS jobs revisions, and a potential Sep 2025 rate cut shape a practical portfolio playbook.
📈 My Net Worth Journey 🚀
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Last Update: 2025/08
🏦 2024 Credit Card Cashback Calendar 💳
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2024 Quarterly Calendar 
From Headlines to Holdings: A Practical Guide to Using News in Your Investment Strategy
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Learn how to cut through the noise of financial news and use real-time information to make smarter, more confident investment decisions. This is how our platform helps you stay ahead.
🚗 Car Payment Is The Biggest Reason That Keeps You Poor 💸
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I will do the math here to show how to lose 143% in investiment return in just 6 years