Our Insights
Lane Kiffin's Reaction to Tax Alpha
When you make money AND get tax deductions at the same timeIt’s sounds too good to be true, so people are skeptical at first.But it’s simply taking advantage of how...
Lane Kiffin's Reaction to Tax Alpha
When you make money AND get tax deductions at the same timeIt’s sounds too good to be true, so people are skeptical at first.But it’s simply taking advantage of how...
Hours of Unspectacular Preparation
It takes hours and hours of unspectacular preparation for moments of spectacular results. My high school lacrosse coach, Coach Miles, said that to us ALL the time. We played for...
Hours of Unspectacular Preparation
It takes hours and hours of unspectacular preparation for moments of spectacular results. My high school lacrosse coach, Coach Miles, said that to us ALL the time. We played for...
Investing in California Is Different
If you live in California, taxes should be part of your investment strategy. California has some of the highest marginal tax rates in the country. For many high-income investors, combined...
Investing in California Is Different
If you live in California, taxes should be part of your investment strategy. California has some of the highest marginal tax rates in the country. For many high-income investors, combined...
The Biggest Tax-Loss Harvesting Mistake
Most people think of tax-loss harvesting as a December choreCheck the portfolio for any losers, take some losses, move on.A better approach would be checking for harvesting opportunities year-round, not...
The Biggest Tax-Loss Harvesting Mistake
Most people think of tax-loss harvesting as a December choreCheck the portfolio for any losers, take some losses, move on.A better approach would be checking for harvesting opportunities year-round, not...
The #1 Investing Advice I Give Young People
This is the #1 advice I give young people who ask me about investing:Try to spend as little time as possible thinking about investing.If you're in your 20s or early...
The #1 Investing Advice I Give Young People
This is the #1 advice I give young people who ask me about investing:Try to spend as little time as possible thinking about investing.If you're in your 20s or early...