This Is Why “Money Management” Isn’t Enough
I just spoke with someone worth tens of millions after selling his business working with 3 financial advisors already. But he told me he felt broke! Mostly because his salary dropped after...
This Is Why “Money Management” Isn’t Enough
I just spoke with someone worth tens of millions after selling his business working with 3 financial advisors already. But he told me he felt broke! Mostly because his salary dropped after...
Buy Low. Sell High. Do It Tax-Free.
I find one of the most compelling reasons to invest in private equity today to be the valuation gap between public and private companies The S&P 500 recently touched 22x...
Buy Low. Sell High. Do It Tax-Free.
I find one of the most compelling reasons to invest in private equity today to be the valuation gap between public and private companies The S&P 500 recently touched 22x...
Tax Season Is Our Super Bowl
EPIC list of tax planning moves we just saw pay off on a client’s 2025 return $300K+ of harvested capital losses to offset gains from private investments ~$250K of ordinary losses to...
Tax Season Is Our Super Bowl
EPIC list of tax planning moves we just saw pay off on a client’s 2025 return $300K+ of harvested capital losses to offset gains from private investments ~$250K of ordinary losses to...
The Tax Code Is a Playbook
People think not paying taxes is fraud. The truth is, the tax code incentivizes certain behaviors and disincentivizes others. When you learn how to use it to your advantage, everything changes....
The Tax Code Is a Playbook
People think not paying taxes is fraud. The truth is, the tax code incentivizes certain behaviors and disincentivizes others. When you learn how to use it to your advantage, everything changes....
The Most Common Outcome for a Single Stock Is -...
Holding concentrated stock positions tilts the math against you. Everyone thinks: Their company is special Their insight is special Their timing is special It usually isn’t. Over long periods, the...
The Most Common Outcome for a Single Stock Is -...
Holding concentrated stock positions tilts the math against you. Everyone thinks: Their company is special Their insight is special Their timing is special It usually isn’t. Over long periods, the...
We’re Buying a Cricket Team
We’re buying a cricket team! Most people in the U.S. don’t fully appreciate this… Cricket isn’t some niche international sport. It’s one of the most followed sports on the planet,...
We’re Buying a Cricket Team
We’re buying a cricket team! Most people in the U.S. don’t fully appreciate this… Cricket isn’t some niche international sport. It’s one of the most followed sports on the planet,...