Articles by David B. Armstrong
- Money & Life
Sold at a Loss? Here’s Why the IRS Might Not Let You Claim It Yet
Important IRS rule to keep in mind that can drastically change the impact and the timing of when you can receive that tax benefit: the wash sale rule.
- Opinion
After Buffett: 20 Wealth Lessons That Outlive the Oracle
This moment marks more than a transition. It’s a chance to refocus on what actually drives success—financially and otherwise. #Buffett
- Money & Life
Why the Mega Backdoor Roth Rarely Works
Here’s the breakdown of what a mega backdoor Roth is and why you may struggle to implement one. #Roth #investor #retire
- Money & Life
5 Essential Legal Documents and Accounts for Every College Student
There’s one particular part of preparing for college that many parents overlook: the legal forms and documents that your children will need. #college
- Research
Analyzing Market Movements: A Simple Examination of the 200-Day Moving Average
Do most stock dives come out of the blue, or are there potential warning signs that we can systematically employ in advance? #stocks #strategy
- Market Intelligence
Bond Losses: It’s Only a “Real” Loss if You Sell
It’s important to ask: What should investors & banks who own these relatively low-yielding fixed income positions be doing today? #income
- Research
Is the 2023 GICS Sector Reclassification a Strategy Changer?
GICS changes will include several reclassifications which will have a large impact on the weighting of several different broad sectors. #strategies
- Research
Portfolios Should Never Be Set in Stone, but Strategies Are a Different Story
2022 was the 14th year since 1928 that the index has been down between -10 and -20% in a single year. #strategy #markets
