What I’m Reading
By: Michael Foster CFA, CFP®
Investing
WSJ: Charlie Munger Will Take Your Questions Now
- He’s always interesting to listen to, even if it’s a quick interview.
The Ringer: “A Clear Message”: Sam Bankman-Fried Is Found Guilty on All Seven Counts
- Covers the most recent events of the SBF/FTX saga.
Financial Planning
WSJ: Sell Your Loser Stocks – and Other Year-End Tax Moves to Consider
- This gives good points on year-end taxes. We help our clients with loss harvesting, distribution management, and charitable giving, among other things.
WSJ: Are Joint Bank Accounts the Secret to a Happy Marriage?
- As someone who got married (and joined accounts) recently, I found this interesting. Different couples may have different systems that work for them, but having open and honest communication around finances is critically important.
Other
Shoe Dog: A Memoir by the Creator of Nike
- I know I’m very late to the party, but I’m currently in the middle of this book. No spoilers on if the shoe company makes it or not, please!
I Walk Alone: Embracing Solo Golf
- You don’t need to be a golf fan to enjoy this. A little solitude in an activity you enjoy can be therapeutic.
Bonus: Podcast
Odd Lots: The Incredible Rise of the Celsius Energy Drink
- I’m not a huge consumer of energy drinks, but I was intrigued by how a recently unknown brand (at least to me) came to be a major player in the last few years. Also, being an analyst specializing in the energy drink space sounds pretty cool.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The market and economic data are historical and are no guarantee of future results. All indices are unmanaged and may not be invested into directly. The information in this report has been prepared from data believed to be reliable, but no representation is being made as to its accuracy and completeness.
Nothing in this material should be construed as investment advice offered by Dolan Capital Advisors, Inc. This market commentary is for informational purposes only and is not meant to constitute a recommendation of any particular investment, security, portfolio of securities, transaction, or investment strategy. No chart, graph, or other figure provided should be used to determine which securities to buy, sell or hold. No representation is made concerning the appropriateness of any particular investment, security, portfolio of securities, transaction, or investment strategy. You should speak with your own financial professional before making any investment decisions.
Past performance is not indicative of future results. Dolan Capital Advisors, Inc. does not guarantee any specific outcome or profit. These disclosures cannot and do not list every conceivable factor that may affect the results of any investment or investment strategy. Risks will arise, and an investor must be willing and able to accept those risks, including the loss of principal.
Certain statements contained herein are statements of future expectations and other forward-looking statements that are based on opinions and assumptions that involve known and unknown risks and uncertainties that would cause actual results, performance, or events to differ materially from those expressed or implied in such statements.
Ben Dolan and Michael Foster are investment advisor representatives of Dolan Capital Advisors, Inc., a SEC-registered investment adviser. Investment advice offered through Dolan Capital Advisors, Inc.