The Geometric Blog
Tax-efficient fund placement (a.k.a. “asset location”) – how and why we do it
By managing all of a client’s accounts as a single, holistic portfolio, we’re able to implement a strategy of tax-efficient fund placement (also known as “asset location[1]”). This technique is especially valuable for high-earners in high marginal tax brackets.
How we develop a cash plan for each of our clients
We recommend that everyone have a specific plan to manage the cash balances in their bank accounts (“cash plan”). At Geometric, we work with our clients to create such a plan at the start of every new engagement.
Podcast interview with Dimensional’s CEO, Gerard O’Reilly
Earlier this year, Gerard O’Reilly (former rocket scientist and current co-CEO of Dimensional Fund Advisors) was interviewed on our favorite investing podcast, Rational Reminder. Gerard is obviously brilliant, but he’s also one of the best communicators in the investment world.
Inflation’s impact on your portfolio and balance sheet
With inflation in the headlines, some might be wondering about its impact on their portfolio or overall financial situation.
Trevor Sarif-Killea and Julie Higgins join Geometric Wealth Advisors
We are thrilled to introduce two new members of Geometric’s team, Trevor Sarif-Killea and Julie Higgins.
How we calculate key financial planning assumptions
While we don’t believe that anyone can reliably predict short-term market returns or inflation, and we would never use such forecasts to drive our investment decisions, good financial planning requires us to project our clients’ net worth over time[1], and that requires us to make assumptions about long-term investment returns and inflation.
Tracy Johnson joins Geometric Wealth Advisors
We are pleased to introduce the newest member of Geometric’s team, Tracy Johnson. As a Wealth Advisor, Tracy will focus on helping us to grow our practice area serving Partners and other senior professionals at top-tier consulting firms. She is uniquely qualified to understand this audience.
Updated thoughts on Bitcoin
We previously provided our thoughts on Bitcoin in 2017, but we’ve felt compelled to expand on those perspectives given the cryptocurrency’s recent buzz and eye-popping price appreciation.
What to do about GameStop
Two weeks ago, we emailed our clients to address the story of GameStop. Figuring that others might appreciate our viewpoint, below is the entirety of that email.
The election and your portfolio
Last week, we emailed our clients to address anxiety over the upcoming election and its potential impact on their portfolios. Figuring that others might appreciate our viewpoint, below is the entirety of that email.