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Educational Materials

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The Past, Present, and Future of Taxable Investing

Clint Walkner and Keith Poniewaz discuss investing in taxable accounts. They explore the history of investing, which started with the purchase of individual stocks by investors and then the development of mutual funds, which collectively helped pool risk and provide greater diversification. As index fund popularity grew, exchange-traded funds (ETFs) have grown significantly in popularity. As we look towards the future, are we looking at once again buying a large basket of individual stocks to manage taxation and risk? Clint and Keith discuss the new trend of "direct indexing".

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Potential Pitfalls for Expat Investing

On our podcast, Keith and Clint discuss the intricacies of international investing and the potential pitfalls one might face as an expat investor. Investing internationally may involve currency risk, limited access to investments, and problems with opening accounts in certain countries.

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