Interesting article from Bloomberg “The Hugely Profitable, Wholly Legal Way to Game the Stock Market” Our clients know this as the Reconstitution Effect and that we have been using patient strategies to avoid/prosper from this effect for over a decade!
Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
Latest posts by W. Devin Wolf, CFP® (see all)
- Washington State Tax Update: May 21, 2025 - May 22, 2025
- 4 Best Practices for Qualified Charitable Distributions (QCDs) - February 11, 2025
- Putting your business cash to work - May 16, 2024