When Big Gold and Silver Wins Become Tax Problems
Avoiding taxes on large gold/silver gains has become the #1 thing I’m working on. With silver touching $120 and gold $5,500, there’s a lot of unrealized gain sitting out there. Whether you own: Physical metals...
When Big Gold and Silver Wins Become Tax Problems
Avoiding taxes on large gold/silver gains has become the #1 thing I’m working on. With silver touching $120 and gold $5,500, there’s a lot of unrealized gain sitting out there. Whether you own: Physical metals...
Before You Buy Another Index Fund, Watch This. ...
80-90% of active stock pickers fail to beat the market.I think the reality is even worse once you factor in:• The taxes they incur• The extra concentration risk they takeThat’s...
Before You Buy Another Index Fund, Watch This. ...
80-90% of active stock pickers fail to beat the market.I think the reality is even worse once you factor in:• The taxes they incur• The extra concentration risk they takeThat’s...
People Are Nuts
I just had a call with someone that has put their entire portfolio into TSLAThis was the conversation:Me: How have you modeled your price target and how frequently are you...
People Are Nuts
I just had a call with someone that has put their entire portfolio into TSLAThis was the conversation:Me: How have you modeled your price target and how frequently are you...
What I Learned Working at a Multifamily Office
It sounds impressive to say you take an “endowment-style” approach to investing. You get to talk about endowments, foundations, and institutional sophistication. In reality, I think a lot of people...
What I Learned Working at a Multifamily Office
It sounds impressive to say you take an “endowment-style” approach to investing. You get to talk about endowments, foundations, and institutional sophistication. In reality, I think a lot of people...
A Smarter Way to Fund Retirement Spending
Most people default to the most boring version of “tax‑efficient income”: Muni bonds that are tax‑exempt but only yield sub‑5%. Not very enticing. Here’s how I think about building a...
A Smarter Way to Fund Retirement Spending
Most people default to the most boring version of “tax‑efficient income”: Muni bonds that are tax‑exempt but only yield sub‑5%. Not very enticing. Here’s how I think about building a...
Why Margin Interest Usually Can’t Offset Divide...
Here’s how you avoid taxes on dividends (when it actually makes sense) There’s been a lot of confusion around this lately, so I want to clear it up. Margin interest...
Why Margin Interest Usually Can’t Offset Divide...
Here’s how you avoid taxes on dividends (when it actually makes sense) There’s been a lot of confusion around this lately, so I want to clear it up. Margin interest...