Blog: The Wealth Gym

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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2020 Year in Review

2020 Year in Review

Many people will surely want to forget 2020, as the COVID-19 pandemic ravaged the globe. Yet, we think it's important to take a look back while considering what the future may hold. We are not out of the woods yet, but there is some light at the end of the tunnel. As the old proverb goes though, it is darkest before dawn, so we are trying to temper our expectations.


This review also outlines our themes for 2021 and beyond. The first, as is apropos, is the continued COVID pandemic – what “COVID echo” can we expect moving forward?

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Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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3 Strategies to Employ in Down Markets

3 Strategies to Employ in Down Markets

A lot of investment advisors tell clients to stay patient during selloffs, and this is often good advice. Yet, there are some strategies you can capitalize on during market weakness. Don't let the opportunity pass you by. Read Davey's thoughts on how to take lemons and make lemonade.

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6 Ways to Save More Easily

6 Ways to Save More Easily

Want to save more money in 2020 and build your wealth? One way to save money is to trim your spending, but that's no fun. In this article I share 6 tips to save money while maintaining your lifestyle.

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We're Featured in U.S. News & World Report!

We're Featured in U.S. News & World Report!

Read Davey's thoughts on how to live frugally without looking cheap. After writing about ways to save money without cutting expenses, U.S. News & World Report wanted to learn more from us!

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2019 Year In Review

2019 Year In Review

Global stock and bond markets had a banner year of performance in 2019, particularly those in the U.S. Over 9 out of 10 companies in the S&P 500 delivered positive returns. Investors benefited greatly from this breadth and strength, but what does the future have in store?


No one can predict the future perfectly, including us. Our 2019 report presents our framework for managing investments in an unpredictable world.

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