When the Kids Don’t Want to Be Landlords
Many wealthy families own commercial real estate that has appreciated tremendously over decades.But eventually, a difficult question comes up:Who is going to own and manage this next?The next generation often...
When the Kids Don’t Want to Be Landlords
Many wealthy families own commercial real estate that has appreciated tremendously over decades.But eventually, a difficult question comes up:Who is going to own and manage this next?The next generation often...
Why I Hold Jersey Mike’s in My Roth IRA
I’m invested in Jersey Mike’s in my Roth IRA.Jersey Mike’s is a franchisor.That means it collects royalties from thousands of independently owned restaurants.Once the corporate infrastructure is built, the economics...
Why I Hold Jersey Mike’s in My Roth IRA
I’m invested in Jersey Mike’s in my Roth IRA.Jersey Mike’s is a franchisor.That means it collects royalties from thousands of independently owned restaurants.Once the corporate infrastructure is built, the economics...
The 5 Levels Of Tax Strategy (VIDEO)
There are levels to this game.Most people think “tax-efficient” means buying some ETFs and holding for a long time.That’s Level 1.Here’s how I think about the progression:Level 1 – Basic...
The 5 Levels Of Tax Strategy (VIDEO)
There are levels to this game.Most people think “tax-efficient” means buying some ETFs and holding for a long time.That’s Level 1.Here’s how I think about the progression:Level 1 – Basic...
The 30/50/60 Rule of Charitable Giving
I hear advisors explain this incorrectly all the time so I figured it was worth a post.These are the deduction limits to charitable donations:• Cash donations to public charities are...
The 30/50/60 Rule of Charitable Giving
I hear advisors explain this incorrectly all the time so I figured it was worth a post.These are the deduction limits to charitable donations:• Cash donations to public charities are...
QFS Turns Two Today
Today marks the 2-year anniversary of QFSA few things I’m especially grateful for over the past two years:• The families who have trusted us with their finances.• The investment managers...
QFS Turns Two Today
Today marks the 2-year anniversary of QFSA few things I’m especially grateful for over the past two years:• The families who have trusted us with their finances.• The investment managers...
The Second-Order AI Trade
Here’s an AI investment theme I don’t hear many people talking about.Most people think of utilities as boring, sleepy stocks.Yet over roughly the past 50 years, the U.S. utilities sector...
The Second-Order AI Trade
Here’s an AI investment theme I don’t hear many people talking about.Most people think of utilities as boring, sleepy stocks.Yet over roughly the past 50 years, the U.S. utilities sector...