Taxes Aren’t the Price of Investment Success
“If you’re making money investing, you’re going to pay taxes” is such a lie It gets repeated so often that people assume it must be true. It isn’t. It’s never...
Taxes Aren’t the Price of Investment Success
“If you’re making money investing, you’re going to pay taxes” is such a lie It gets repeated so often that people assume it must be true. It isn’t. It’s never...
The Cash Balance Plan Secret Nobody Talks About
If you have a cash balance plan you HAVE to understand this The big deferrals during peak earning years are incredibly valuable. That part everyone understands. What most people miss...
The Cash Balance Plan Secret Nobody Talks About
If you have a cash balance plan you HAVE to understand this The big deferrals during peak earning years are incredibly valuable. That part everyone understands. What most people miss...
I’m a Finfluencer Now
I’m officially a finfluencer now.Still haven’t figured out how to edit the name or photo on this thing, but clearly a few people are finding the posts useful.Really appreciate everyone...
I’m a Finfluencer Now
I’m officially a finfluencer now.Still haven’t figured out how to edit the name or photo on this thing, but clearly a few people are finding the posts useful.Really appreciate everyone...
Is AI a Bubble?
Is AI a bubble? Or just the largest self-funded buildout in history? It’s a fair question, especially with how large the dollar amounts are being thrown around. But the structure...
Is AI a Bubble?
Is AI a bubble? Or just the largest self-funded buildout in history? It’s a fair question, especially with how large the dollar amounts are being thrown around. But the structure...
My Uber Driver Beat the Market
My uber driver made $100k last month trading I took an uber to the airport and got a LECTURE on investing He said he’s a “short term investor” and looks...
My Uber Driver Beat the Market
My uber driver made $100k last month trading I took an uber to the airport and got a LECTURE on investing He said he’s a “short term investor” and looks...
How to Properly Report Box Spread Loans for Tax...
Box spreads use options to synthetically borrow against a portfolio at a low, fixed rate. (currently below ~4% in many cases) The financing cost shows up as an unrealized loss on the options...
How to Properly Report Box Spread Loans for Tax...
Box spreads use options to synthetically borrow against a portfolio at a low, fixed rate. (currently below ~4% in many cases) The financing cost shows up as an unrealized loss on the options...