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Knowledge Alone Doesn’t Change Behavior

A reader asks: Instead of diversifying is it ever worth advising clients to build mental toughness? This would be similar to how we teach youth athletes to grow through losses and failures. Learning to take short term investing losses knowing over long term they...

9 Tax Secrets the IRS Doesn’t Want You to Know

By Dr. Jim Dahle, WCI Founder How's that for a click-baity title? Yet this is a common thing you will see on TikTok, YouTube, and countless blog posts all over the internet. People think there are tax secrets the IRS doesn't want you to...