Blog

By mid-year, many of those carefully crafted forecasts have unraveled completely. The bets that seemed so sure-footed in December now look, well, pretty foolish. And here's the thing: this isn't new. It's basically a tradition at this point.

Bottom line, don’t be blindsided by unexpected taxes. But neither should an aversion to taxes blind you to the practical and emotional costs of clinging to a position longer than warranted.

It’s never too late to bring order to your investment universe. In this first installment in our four-part series, we’ll explore some sensible solutions to this perennial challenge.

At Mejlholm Wealth Management, we believe one of our most important roles is to serve as our clients’ “objective observer,” holding up a mirror whenever a blind spot may be blocking their financial view.

Since many of our most powerful biases are based on reflexive rather than reflective thinking, it’s not enough just to be aware of them. We must also learn how to defend against them. Or better yet, turn them to our advantage. How do you do that? By

Are crowds wise or delusional? The answer is yes to both, and this paradox has helped shape our investment recommendations through the years.