Record highs often arrive in clusters, and this week's chart shows the S&P 500 has already posted 24 in 2026.

Baobab Bulletin  •  Issue #15  •  August 2026

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Baobab Wealth

A twice‑monthly roundup from Baobab Wealth & Baobab Wealth Abroad

The Baobab Bulletin

Hi there,

Record highs often arrive in clusters, and this week's chart shows the S&P 500 has already posted 24 in 2026. But keep in mind that a new high tells us where the market has been, not what it will do next.

We're also looking at why tax-loss harvesting can backfire, what a U.S. green card can mean for taxes, and two Divorce the IRS episodes on pensions and moving overseas. Then, we've gathered seven reads on asset location, inheritances, long-term care, Roth conversions, active management, and the connection between money and a meaningful life.

If anything here raises a question about your own plan, click below, and let’s talk it through.

Have a question? Click HERE to schedule a screen share and we'll walk through it together.

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Featured Video

Why Tax Loss Harvesting Can Backfire

Tax-loss harvesting can create a deduction today while lowering your cost basis and potentially increasing future capital gains. This video explains when the strategy may help, when it can backfire, and why current and future tax brackets should be evaluated together.

WATCH THE VIDEO