The Quiet Risk Building Inside Private Credit
Private credit is in the bubble of all bubbles There’s been a massive influx of capital that needs to be deployed, and that pressure is leading to weaker underwriting in parts of...
The Quiet Risk Building Inside Private Credit
Private credit is in the bubble of all bubbles There’s been a massive influx of capital that needs to be deployed, and that pressure is leading to weaker underwriting in parts of...
A 2% Mistake That Costs $37 Million
This investor is leaving $37m on the table The “plan” (if you can call it that) looked like this: 90% equity portfolio with active management and high turnover Taxable Roth...
A 2% Mistake That Costs $37 Million
This investor is leaving $37m on the table The “plan” (if you can call it that) looked like this: 90% equity portfolio with active management and high turnover Taxable Roth...
Buy. Borrow. Die.
I just borrowed at sub‑4%, and the interest is tax‑deductible. I write a lot about sophisticated tax-aware strategies, but one of the most powerful setups is also one of the simplest:...
Buy. Borrow. Die.
I just borrowed at sub‑4%, and the interest is tax‑deductible. I write a lot about sophisticated tax-aware strategies, but one of the most powerful setups is also one of the simplest:...
Where DIY Tax Planning Breaks
This really smart business owner hit the limit of DIY planning/investing • Cash balance plan used to defer millions in taxes… but the TPA somehow has it overfunded by $600k...
Where DIY Tax Planning Breaks
This really smart business owner hit the limit of DIY planning/investing • Cash balance plan used to defer millions in taxes… but the TPA somehow has it overfunded by $600k...
If the S&P Is Priced for Perfection, What’s the...
At today’s S&P 500 valuation, history says your 10‑year return is close to 0%. Now what? When you look at past periods where markets have traded at valuations similar to...
If the S&P Is Priced for Perfection, What’s the...
At today’s S&P 500 valuation, history says your 10‑year return is close to 0%. Now what? When you look at past periods where markets have traded at valuations similar to...
Someone Put a Buffer ETF in My Kitchen
Someone put a buffer ETF in my kitchen. 🗑️ Defined outcome. Equity hedged. Derivative income. Is it the best way to accomplish most investors’ goals? No. And the math is very...
Someone Put a Buffer ETF in My Kitchen
Someone put a buffer ETF in my kitchen. 🗑️ Defined outcome. Equity hedged. Derivative income. Is it the best way to accomplish most investors’ goals? No. And the math is very...