The First Stock I Ever Bought Was Chipotle — An...
The greatest restaurant on the planet was founded in Denver, Colorado.When I was being recruited, one of the selling points for DU was that the original Chipotle was right across...
The First Stock I Ever Bought Was Chipotle — An...
The greatest restaurant on the planet was founded in Denver, Colorado.When I was being recruited, one of the selling points for DU was that the original Chipotle was right across...
Should You Tax‑Loss Harvest a Stock You Love?
Should you tax-loss harvest a stock you love?This is a genuinely hard question for stock‑pickers.Let’s say you’re incredibly bullish on a company.The stock is down.You could:• Sell it• Capture the...
Should You Tax‑Loss Harvest a Stock You Love?
Should you tax-loss harvest a stock you love?This is a genuinely hard question for stock‑pickers.Let’s say you’re incredibly bullish on a company.The stock is down.You could:• Sell it• Capture the...
He Sold His Business for $17M in California. No...
I had a call with a guy who sold his business for ~$17M in CA two months ago. No tax planning. Now he’s staring at a massive tax bill and asking what we can...
He Sold His Business for $17M in California. No...
I had a call with a guy who sold his business for ~$17M in CA two months ago. No tax planning. Now he’s staring at a massive tax bill and asking what we can...
Why I Put SpaceX in My Roth IRA
This is why I invested in SpaceX out of my Roth IRA.Whenever I have the opportunity to invest in private equity, I’m very careful about where I hold it.Let’s say...
Why I Put SpaceX in My Roth IRA
This is why I invested in SpaceX out of my Roth IRA.Whenever I have the opportunity to invest in private equity, I’m very careful about where I hold it.Let’s say...
Direct Indexing Has Two Superpowers
This is why I love investing in individual stocksThe ability to tax‑loss harvest losers gets all the attention…But what about the winners?By definition, you’ll own some of the best-performing stocks...
Direct Indexing Has Two Superpowers
This is why I love investing in individual stocksThe ability to tax‑loss harvest losers gets all the attention…But what about the winners?By definition, you’ll own some of the best-performing stocks...
Your Bond Yield Doesn't Have to Be Taxed as Income
Most investors are unknowingly paying taxes they don’t have to.If you hold bonds in a taxable account, every monthly distribution gets taxed as ordinary income – up to 37% federally....
Your Bond Yield Doesn't Have to Be Taxed as Income
Most investors are unknowingly paying taxes they don’t have to.If you hold bonds in a taxable account, every monthly distribution gets taxed as ordinary income – up to 37% federally....