$30M Net Worth. $10M Business Sale. No Tax Plan.
I spent several hours on a call yesterday with a couple who found me through YouTube. They were trying to be more tax-efficient with the sale of a business they’ve...
$30M Net Worth. $10M Business Sale. No Tax Plan.
I spent several hours on a call yesterday with a couple who found me through YouTube. They were trying to be more tax-efficient with the sale of a business they’ve...
You Already Won the Game. Why Is Your Portfolio...
If you ever played Super Smash Bros, you know “Sudden Death” mode: Everyone starts at 300% damage One clean hit and you’re gone The whole game is hanging by a...
You Already Won the Game. Why Is Your Portfolio...
If you ever played Super Smash Bros, you know “Sudden Death” mode: Everyone starts at 300% damage One clean hit and you’re gone The whole game is hanging by a...
This Is Why Passive Investing Is Dumb
I keep running into people who are almost cult-like in their devotion to index funds. That devotion actually makes sense in one very specific place. Large-cap U.S. equities - where: Markets are...
This Is Why Passive Investing Is Dumb
I keep running into people who are almost cult-like in their devotion to index funds. That devotion actually makes sense in one very specific place. Large-cap U.S. equities - where: Markets are...
Success in Your Career ≠ Skill in Investing
I speak with a lot of smart, successful people who’ve never hired a financial advisor because they believe they’re good at investing. But when we walk through their portfolio, a...
Success in Your Career ≠ Skill in Investing
I speak with a lot of smart, successful people who’ve never hired a financial advisor because they believe they’re good at investing. But when we walk through their portfolio, a...
December Is Too Late to Save on Taxes
Everyone wants to save taxes in December. Almost no one wants to plan in January. Every year, the same pattern: Quiet most of the year Then my inbox explodes in...
December Is Too Late to Save on Taxes
Everyone wants to save taxes in December. Almost no one wants to plan in January. Every year, the same pattern: Quiet most of the year Then my inbox explodes in...
The “Crypto Has No Wash Sale Rule” Myth
Crypto has no wash sale rule so it’s the best asset for tax loss harvesting I'm sick of seeing this and want to set the record straight. According to the...
The “Crypto Has No Wash Sale Rule” Myth
Crypto has no wash sale rule so it’s the best asset for tax loss harvesting I'm sick of seeing this and want to set the record straight. According to the...