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Open Window's Insight Articles


Applying science and good sense to organize order from chaos


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How To Buy Low & Sell High Thumbnail

How To Buy Low & Sell High

If there is a universal investment ideal, it is probably this: Buy low and sell high. There exists an unassuming process for doing just that, called "rebalancing," but it is often overlooked for more exciting ideas.

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Investment Ideas That Work Thumbnail

Investment Ideas That Work

Which specific investment ideas work, and can they be relied upon going forward? Within, we review the most important academic insights that, in aggregate, offer us a clearer pathway with which to navigate the world's daily twists and turns.

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Opportunity Calls: Fill Up The Valley Thumbnail

Opportunity Calls: Fill Up The Valley

Tax savings can be significant by targeting the “Valley of Opportunity” that appears during lower-income tax years. Life tends to present these valleys as predictable opportunities, occurring at certain times and even at specific ages. Make sure you’re prepared to act by “filling up the valley” to avoid leaving your future self, or your beneficiaries, with higher effective tax rates.

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What To Know - SECURE 2.0 Act Thumbnail

What To Know - SECURE 2.0 Act

Major highlights and an interactive checklist to help you to decipher the SECURE 2.0 Act, a 4,155-page bill enacted on December 29, 2022. Employers and the government play a role in your retirement, but much of the preparation ultimately falls on you. That’s America for you. The good news is, you get to call your own shots. The bad news is, you have to!

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A Master Timekeeper of Interest Rates Thumbnail

A Master Timekeeper of Interest Rates

The U.S. Federal Reserve raised its target rate recently, hoping to help our economy keep good time. Will it work? Only time will tell. When even a few cogs get jammed, it can stymie the entire operation. Allow us to explain what the Fed Rate is and what it means to you. Part 1 of a 3-part series.

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Tax Planning in Turbulent Times Thumbnail

Tax Planning in Turbulent Times

There are three certainties in life: death, taxes, and change. Here is an in-depth review of the tools and techniques we use to reduce one of those certainties: your lifetime tax bill (or beyond, through a tax-efficient transfer to heirs).

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