How a PE Partner With $5M of Carry Eliminated E...
I had a call recently with a partner at a PE firm. His numbers: ~$5M of carry / capital gains ~$10M existing portfolio ~$200K ordinary income ~$300K passive income He...
How a PE Partner With $5M of Carry Eliminated E...
I had a call recently with a partner at a PE firm. His numbers: ~$5M of carry / capital gains ~$10M existing portfolio ~$200K ordinary income ~$300K passive income He...
Your Parents’ RMD Problem Is Fixable
If your parents are in their 70s or 80s and getting crushed by RMD taxes, read this. I keep getting the same inbound: “We did everything ‘right’ saving in IRAs…...
Your Parents’ RMD Problem Is Fixable
If your parents are in their 70s or 80s and getting crushed by RMD taxes, read this. I keep getting the same inbound: “We did everything ‘right’ saving in IRAs…...
I’M NOT F****** LEAVING
To everyone trying to buy me or QFS: I’M NOT F****** LEAVING. Over the last year I’ve had multiple offers from larger firms and PE-backed aggregators to: Buy QFS Hire...
I’M NOT F****** LEAVING
To everyone trying to buy me or QFS: I’M NOT F****** LEAVING. Over the last year I’ve had multiple offers from larger firms and PE-backed aggregators to: Buy QFS Hire...
QFS Is Growing: Meet Our First Full-Time Hire
QFS is growing to better serve $5M+ families: meet our first full‑time hire.For the last 1.5 years, QFS has been a one‑advisor firm by design.This year, the number of $5M+...
QFS Is Growing: Meet Our First Full-Time Hire
QFS is growing to better serve $5M+ families: meet our first full‑time hire.For the last 1.5 years, QFS has been a one‑advisor firm by design.This year, the number of $5M+...
The Math Behind MicroStrategy’s Bitcoin Leverag...
The dumbest interview of all time A few direct quotes: • “We’re building an indestructible balance sheet.” • “These preferreds are a very low-risk way to add leverage and amplify...
The Math Behind MicroStrategy’s Bitcoin Leverag...
The dumbest interview of all time A few direct quotes: • “We’re building an indestructible balance sheet.” • “These preferreds are a very low-risk way to add leverage and amplify...
What I Told a 20-Something Sitting on $5M in On...
We all want to believe we “knew” our company was going to the moon. But a $5M+ single‑stock position in your 20s isn’t genius. It’s concentration and luck. Here’s what...
What I Told a 20-Something Sitting on $5M in On...
We all want to believe we “knew” our company was going to the moon. But a $5M+ single‑stock position in your 20s isn’t genius. It’s concentration and luck. Here’s what...