How to Build a $31m Roth IRA Balance
We walked through the financial plan for a client this week with a $10m+ portfolio nearing retirement. While he’s still working, we’re doing a few powerful things: Avoiding capital gains...
How to Build a $31m Roth IRA Balance
We walked through the financial plan for a client this week with a $10m+ portfolio nearing retirement. While he’s still working, we’re doing a few powerful things: Avoiding capital gains...
Tax the Rich… Until There Are None Left
Why “Tax the Rich” is such a dangerous political slogan California now has a proposed ballot initiative that would impose a one-time tax of up to 5% on certain billionaires and trusts. It’s not...
Tax the Rich… Until There Are None Left
Why “Tax the Rich” is such a dangerous political slogan California now has a proposed ballot initiative that would impose a one-time tax of up to 5% on certain billionaires and trusts. It’s not...
The “Lazy” Investor Who Outperforms Most
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...
The “Lazy” Investor Who Outperforms Most
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...
The Broker Who Traded My Great-Grandmother’s Fo...
My great-grandmother’s “advisor” lost her fortune.Turns out he wasn’t an advisor at all.He was a broker.He got paid every time he placed a trade in her account. Over a few...
The Broker Who Traded My Great-Grandmother’s Fo...
My great-grandmother’s “advisor” lost her fortune.Turns out he wasn’t an advisor at all.He was a broker.He got paid every time he placed a trade in her account. Over a few...
QFS Featured in Bloomberg!
Over the past five years, there’s been a major shift in the investing landscape. Strategies that used to be reserved for the ultra‑wealthy and large institutions are now accessible to...
QFS Featured in Bloomberg!
Over the past five years, there’s been a major shift in the investing landscape. Strategies that used to be reserved for the ultra‑wealthy and large institutions are now accessible to...
The Taxable Investor’s Guide
If you’re new here, this is the one thing you should download.I’ve picked up a lot of new followers lately, so I want to resurface the comprehensive guide I built.It’s...
The Taxable Investor’s Guide
If you’re new here, this is the one thing you should download.I’ve picked up a lot of new followers lately, so I want to resurface the comprehensive guide I built.It’s...