Mindful Advisory, LLC has been quoted in a MarketWatch article by Brett Arends on a recent Texas court decision to knock down a Biden-era fiduciary…
Category: Uncategorized
Investor Letter on MidEast Conflict
Here is Mindful Advisory’s letter on the Middle East conflict. Check your allocation, do some tax-loss harvesting (if possible, and in consultation with a tax…
Letter on Roth Conversions
This is a letter about Roth Conversions. Please always consult a tax professional before considering a Roth Conversion or any other complex tax strategy. In…
Muni market mends
Here is my latest article on municipal bond funds:
Rob Arnott is starting a new smart beta revolution
My new Citywire ProBuyer article on Rob Arnott starting a new smart beta revolution:
New article on Will Danoff retiring
My new article for Citywire ProBuyer shows the Fidelity Contrafund (FCNTX) manager beat the S&P 500 and the Russell 1000 Growth indeces over the course…
Citywire article: best and worst active ETFs for 2025
My latest article here:
Gold video
What’s making gold go higher, and can you still buy it?
Systematic Trend: A Good Diversifier?
Here is my overview of Morningstar’s Systematic Trend fund category for Citywire ProBuyer. Systematic Trend or managed futures funds can be good diversifiers when stocks…