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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Do as I say, not as I do: On my failings as an investor
·United States
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Total News Sources58
Leaning Left9Leaning Right5Center33Last UpdatedBias Distribution70% Center
Bias Distribution
- 70% of the sources are Center
70% Center
L 19%
C 70%
11%
Factuality
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