I'm Invested in Over 400 Private Companies in M...
This is why I prefer to hold private equity in my Roth IRA Private equity and venture capital can be tax-inefficient assets to hold in a taxable account — gains...
I'm Invested in Over 400 Private Companies in M...
This is why I prefer to hold private equity in my Roth IRA Private equity and venture capital can be tax-inefficient assets to hold in a taxable account — gains...
You're Looking at Investments the Wrong Way
Here’s what you need to know about tax-aware investing Stocks aren’t just stocks. They can be collateral for low-cost, tax-deductible financing through box spread loans. They can be tax-loss harvested...
You're Looking at Investments the Wrong Way
Here’s what you need to know about tax-aware investing Stocks aren’t just stocks. They can be collateral for low-cost, tax-deductible financing through box spread loans. They can be tax-loss harvested...
The Hardest Part of This Job Isn't the Lost Bus...
I talked to a father/son duo a month ago that had $8m in SNDKThe father told me he'd been in this situation before where he'd made a fortune from concentrated...
The Hardest Part of This Job Isn't the Lost Bus...
I talked to a father/son duo a month ago that had $8m in SNDKThe father told me he'd been in this situation before where he'd made a fortune from concentrated...
“You Should Be Happy You’re Paying Taxes” Is Te...
A $20M net worth software exec was told this by his broker:“You should be happy you’re paying taxes, it means we’re making you money.”He had asked why his portfolio had...
“You Should Be Happy You’re Paying Taxes” Is Te...
A $20M net worth software exec was told this by his broker:“You should be happy you’re paying taxes, it means we’re making you money.”He had asked why his portfolio had...
How Investors Are Cutting Their Mortgage Rate U...
Stop using traditional mortgages at 7% to buy real estate!There’s a huge listed options market sitting right next to your brokerage account that can be used to lower your effective...
How Investors Are Cutting Their Mortgage Rate U...
Stop using traditional mortgages at 7% to buy real estate!There’s a huge listed options market sitting right next to your brokerage account that can be used to lower your effective...
Taxalphamaxxing
I coached 10-year-olds this summer, which has dramatically expanded my vocabulary.Don't be surprised if you see me talking about taxalphamaxxing from here on out.If you're an advisor not doing tax...
Taxalphamaxxing
I coached 10-year-olds this summer, which has dramatically expanded my vocabulary.Don't be surprised if you see me talking about taxalphamaxxing from here on out.If you're an advisor not doing tax...