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Do as I say, not as I do: On my failings as an investor

  • The author acknowledges holding excessive employer stock and plans to sell restricted stock units to avoid high taxes, as they understand the tax implications of their investments.
  • They also recognize the need for more retirement assets in fixed-income investments due to inflation affecting cash yields.
  • The author admits to poor asset location, mentioning they own a great fund in a taxable brokerage account, which has resulted in higher tax bills.
  • They believe that cash provides peace of mind, helping maintain confidence in their long-term equity strategy.
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58 Articles

Associated Press NewsAssociated Press News
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Lean Left

Do as I say, not as I do: On my failings as an investor

·United States
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  • 70% of the sources are Center
70% Center

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U.S. News broke the news in New York, United States on Tuesday, July 15, 2025.
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