“Exclusive Deal Flow” Is Usually a Red Flag
Well I know what we’ll be investing in next! 5% commission coming my way 😄I get notes like this all the time and it tells you everything you need to...
“Exclusive Deal Flow” Is Usually a Red Flag
Well I know what we’ll be investing in next! 5% commission coming my way 😄I get notes like this all the time and it tells you everything you need to...
If You Love Your Kids, Don't Leave Them a Tradi...
How to pass 2x more to your heirsDifferent accounts are worth different amounts.Traditional retirement accounts are taxed as ordinary income when withdrawn.If your heirs are in their peak earning years, especially in...
If You Love Your Kids, Don't Leave Them a Tradi...
How to pass 2x more to your heirsDifferent accounts are worth different amounts.Traditional retirement accounts are taxed as ordinary income when withdrawn.If your heirs are in their peak earning years, especially in...
One more quarter at our $5M minimum
One more quarter at our $5M minimum! Parker and Erica have been absolute rockstars, and the word is getting out. To continue delivering the level of service and attention we...
One more quarter at our $5M minimum
One more quarter at our $5M minimum! Parker and Erica have been absolute rockstars, and the word is getting out. To continue delivering the level of service and attention we...
How I’d Tackle a $12M IRA Tax Bomb
Someone with a ~$12M IRA reached out yesterday. That’s a massive future tax liability… and he knows it. Here’s the framework we typically walk through: • Acquire a rental and...
How I’d Tackle a $12M IRA Tax Bomb
Someone with a ~$12M IRA reached out yesterday. That’s a massive future tax liability… and he knows it. Here’s the framework we typically walk through: • Acquire a rental and...
Building the Right Team at QFS
Introducing Parker, the newest member of QFS! We couldn’t be more excited to have him on the team and working with the families we serve. Parker brings a unique combination...
Building the Right Team at QFS
Introducing Parker, the newest member of QFS! We couldn’t be more excited to have him on the team and working with the families we serve. Parker brings a unique combination...
“My Mom’s Cancer Changed My Risk Tolerance”
“My mom’s cancer diagnosis changed my risk tolerance.” Someone said that this week, and it really stood out to me. He’s young, very successful, and remarkably intelligent. We talked about...
“My Mom’s Cancer Changed My Risk Tolerance”
“My mom’s cancer diagnosis changed my risk tolerance.” Someone said that this week, and it really stood out to me. He’s young, very successful, and remarkably intelligent. We talked about...