Our Insights
I Met a Guy Who Only Invests in Index Funds
Total clown.Instead of spending his time researching stocks, watching CNBC, and analyzing earnings reports, this guy just buys the entire global stock market—for a whopping 0.06% in fees.Pathetic.Even worse, because it’s an ETF, his...
I Met a Guy Who Only Invests in Index Funds
Total clown.Instead of spending his time researching stocks, watching CNBC, and analyzing earnings reports, this guy just buys the entire global stock market—for a whopping 0.06% in fees.Pathetic.Even worse, because it’s an ETF, his...
How to Harvest Losses While Your Investments Grow
Selling at a loss is usually the worst move. Unless you know this trick. Everyone knows when you make money on an investment, you owe taxes when you realize the...
How to Harvest Losses While Your Investments Grow
Selling at a loss is usually the worst move. Unless you know this trick. Everyone knows when you make money on an investment, you owe taxes when you realize the...
I Met With 3 People Who Paid Over $1 Million in...
There isn’t just one tax code—there are dozens.And if you’re a high earner or business owner, you’re exposed to the worst of them.Ordinary income tax? That’s just the start. You...
I Met With 3 People Who Paid Over $1 Million in...
There isn’t just one tax code—there are dozens.And if you’re a high earner or business owner, you’re exposed to the worst of them.Ordinary income tax? That’s just the start. You...
The K-1 Nightmare Wealth Managers Don’t Talk About
FINALLY got the K-1s from someone’s old wealth management firm… what a nightmare. These “ultra sophisticated, endowment-model” firms love to talk about innovation and complexity, but let me tell you what...
The K-1 Nightmare Wealth Managers Don’t Talk About
FINALLY got the K-1s from someone’s old wealth management firm… what a nightmare. These “ultra sophisticated, endowment-model” firms love to talk about innovation and complexity, but let me tell you what...
The Best Loan You’ve Never Heard Of
We just financed a NYC apartment at under 4% and it’s tax deductible. Here’s why box spread financing is such a powerful tool: • Your portfolio stays intact, compounding at a...
The Best Loan You’ve Never Heard Of
We just financed a NYC apartment at under 4% and it’s tax deductible. Here’s why box spread financing is such a powerful tool: • Your portfolio stays intact, compounding at a...