A Great Company Is Not the Same Thing as a Grea...
99% of people I talk to don’t understand this about their company stock The difference between a great company and a great investment largely (not entirely) comes down to valuation. I work with people...
A Great Company Is Not the Same Thing as a Grea...
99% of people I talk to don’t understand this about their company stock The difference between a great company and a great investment largely (not entirely) comes down to valuation. I work with people...
Why High Earners Pay Millions in Taxes And How ...
I met with 3 people last week who paid over $1 million in taxes last year.They won’t this year.There isn’t just one tax code—there are dozens.And if you’re a high...
Why High Earners Pay Millions in Taxes And How ...
I met with 3 people last week who paid over $1 million in taxes last year.They won’t this year.There isn’t just one tax code—there are dozens.And if you’re a high...
Why Attacking the Fed Is a Bad Idea — Regardles...
Why Trump attacking the Fed is dangerousAn honest evaluation of President Trump is that he says and does a lot of things. Some are good. Some are bad.This one falls...
Why Attacking the Fed Is a Bad Idea — Regardles...
Why Trump attacking the Fed is dangerousAn honest evaluation of President Trump is that he says and does a lot of things. Some are good. Some are bad.This one falls...
There Is No Work–Life Balance — Only Life
People who obsess about “work-life balance” are usually mediocre at both.Obsessed people apply their obsession to everything, and just call it life.Yesterday I turned 28, and I’ve been thinking about...
There Is No Work–Life Balance — Only Life
People who obsess about “work-life balance” are usually mediocre at both.Obsessed people apply their obsession to everything, and just call it life.Yesterday I turned 28, and I’ve been thinking about...
Awards Are Easy. Results Are Hard.
Every year, our industry hands out countless “Best-In-State” and “Top Advisor” awards. Many are: • Self-nominated • Pay-to-play • Unconnected to client outcomes We don’t build our firm around awards...
Awards Are Easy. Results Are Hard.
Every year, our industry hands out countless “Best-In-State” and “Top Advisor” awards. Many are: • Self-nominated • Pay-to-play • Unconnected to client outcomes We don’t build our firm around awards...
The Myth of Institutional Ownership in Single-F...
There is a growing belief that large institutional investors are buying up single-family homes and driving the U.S. housing affordability crisis. While emotionally compelling, the data does not support this...
The Myth of Institutional Ownership in Single-F...
There is a growing belief that large institutional investors are buying up single-family homes and driving the U.S. housing affordability crisis. While emotionally compelling, the data does not support this...