The 1031 Exchange of Stock Portfolios You’ve Pr...
There’s a 70‑year‑old section of the tax code that lets you transition your messy portfolio into a clean ETF without triggering gains.Think 1031 exchange, but for your stock portfolio.It’s called...
The 1031 Exchange of Stock Portfolios You’ve Pr...
There’s a 70‑year‑old section of the tax code that lets you transition your messy portfolio into a clean ETF without triggering gains.Think 1031 exchange, but for your stock portfolio.It’s called...
A Father's Words
Here’s a clip from Dez Bryant that felt especially fitting this Father’s Day.Children often internalize a father’s attitude toward them as evidence of their own worth.A father who consistently...
A Father's Words
Here’s a clip from Dez Bryant that felt especially fitting this Father’s Day.Children often internalize a father’s attitude toward them as evidence of their own worth.A father who consistently...
This Simple Mistake Could Cost You $20+ Million
I met another investor recently who had it completely backward. Super smart tech guy in CA that built a seven-figure Roth IRA (thank you, $NVDA). But here’s what I found:...
This Simple Mistake Could Cost You $20+ Million
I met another investor recently who had it completely backward. Super smart tech guy in CA that built a seven-figure Roth IRA (thank you, $NVDA). But here’s what I found:...
Google and Blackstone Just Created a $25B AI In...
Most investors can’t buy it. I own it in my Roth IRA.To understand why this matters, you have to go back to Google’s TPU.Years ago, Google realized traditional processors weren’t...
Google and Blackstone Just Created a $25B AI In...
Most investors can’t buy it. I own it in my Roth IRA.To understand why this matters, you have to go back to Google’s TPU.Years ago, Google realized traditional processors weren’t...
If Your Advisor Gets Paid More for One Product ...
If your advisor gets paid differently depending on what you buy, you don’t have an advisor. You have a salesperson.I don’t care which specific investment products we use. My job...
If Your Advisor Gets Paid More for One Product ...
If your advisor gets paid differently depending on what you buy, you don’t have an advisor. You have a salesperson.I don’t care which specific investment products we use. My job...
Some Tax Tips Specific to California Residents
The painful stuff:• HSAs aren’t tax-free in CA. Contributions aren’t deductible and earnings remain taxable.• No state tax deduction for 529 contributions.• California taxes long-term capital gains as ordinary income....
Some Tax Tips Specific to California Residents
The painful stuff:• HSAs aren’t tax-free in CA. Contributions aren’t deductible and earnings remain taxable.• No state tax deduction for 529 contributions.• California taxes long-term capital gains as ordinary income....