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Posts published in “Year: 2026

Wealth Transfers Without Worry

The concept of the Great Wealth Transfer describes the movement of approximately $84 trillion in assets from older generations to younger ones over the next two decades.

The Barbell Portfolio

The barbell portfolio strategy is a method of asset allocation that avoids the "middle ground" of moderate risk, instead focusing on two extremes: extreme safety and extreme speculation.

TAX Bite

In business and finance, a tax bite refers to the portion of income, profits, or capital gains that is "bitten off" by the government through taxation. It is an informal term used to describe the reduction in take-home pay or net profit after tax obligations are met.