Our Insights
Where Mortgage Rates Go From Here
I get asked what I think mortgage rates will do all the time. This is my best answer ⬇️ Mortgages tend to be priced off the 10-year Treasury, since that’s close...
Where Mortgage Rates Go From Here
I get asked what I think mortgage rates will do all the time. This is my best answer ⬇️ Mortgages tend to be priced off the 10-year Treasury, since that’s close...
Diversifying $20M PLTR Position Tax-Free
All the PLTR FDEs have the same problem. They leave to start their own companies - and have millions in PLTR stock. All of the insiders knew the company was seriously undervalued, but...
Diversifying $20M PLTR Position Tax-Free
All the PLTR FDEs have the same problem. They leave to start their own companies - and have millions in PLTR stock. All of the insiders knew the company was seriously undervalued, but...
If You Could Erase Taxes on One Thing…
Most people assume taxes are just a fixed part of life. But the truth is - there are entire playbooks designed to dramatically reduce them… if you plan ahead. Whether...
If You Could Erase Taxes on One Thing…
Most people assume taxes are just a fixed part of life. But the truth is - there are entire playbooks designed to dramatically reduce them… if you plan ahead. Whether...
I was SHOCKED by what Chamath said
During an episode, he dropped something I really hope people didn’t miss: His return target is to compound at 10% net — after all fees and taxes. He admitted that taxes...
I was SHOCKED by what Chamath said
During an episode, he dropped something I really hope people didn’t miss: His return target is to compound at 10% net — after all fees and taxes. He admitted that taxes...
The Art of Tax Rate Arbitrage
Sometimes the smartest tax move… is to create income. 🤯That sounds backwards, right?Most people focus on deferring income and avoiding capital gains. But there are years when intentionally triggering income or gains can...
The Art of Tax Rate Arbitrage
Sometimes the smartest tax move… is to create income. 🤯That sounds backwards, right?Most people focus on deferring income and avoiding capital gains. But there are years when intentionally triggering income or gains can...
The REAL Reason Housing Is Unaffordable (Hint: ...
If you spend five minutes on social media, you’ll hear people blaming private equity giants like BlackStone and Partners Group for pushing up home prices.But is that really what’s happening?Not...
The REAL Reason Housing Is Unaffordable (Hint: ...
If you spend five minutes on social media, you’ll hear people blaming private equity giants like BlackStone and Partners Group for pushing up home prices.But is that really what’s happening?Not...