Buffett’s Edge Is Gone
Buffett’s “alpha” was built on an edge you don’t have anymore Everyone loves to say, “I invest like Buffett.” Read the letters. Buy great businesses. Hold forever. But the rules...
Buffett’s Edge Is Gone
Buffett’s “alpha” was built on an edge you don’t have anymore Everyone loves to say, “I invest like Buffett.” Read the letters. Buy great businesses. Hold forever. But the rules...
If Your Portfolio Isn’t Reducing Your Taxes, It...
I’ve saved clients $500k+ in taxes in a single year. There are two main ways I’ve found to save big: 1. Stop creating tax bills in your portfolio with: Bonds, money market funds,...
If Your Portfolio Isn’t Reducing Your Taxes, It...
I’ve saved clients $500k+ in taxes in a single year. There are two main ways I’ve found to save big: 1. Stop creating tax bills in your portfolio with: Bonds, money market funds,...
How We Reduce Income Taxes for 7-Figure W-2 Ear...
Here’s how we reduce income taxes for 7‑figure W‑2 earners Most high earners think their only levers are: Maxing out 401(k), HSA, FSA Writing off whatever they can Buying short-term...
How We Reduce Income Taxes for 7-Figure W-2 Ear...
Here’s how we reduce income taxes for 7‑figure W‑2 earners Most high earners think their only levers are: Maxing out 401(k), HSA, FSA Writing off whatever they can Buying short-term...
A $10M Lesson in Concentration Risk
A PM at Blue Owl with ~ $20m in company stock reached out last year. It’s not $20m anymore. He and his family had: A 9-figure net worth ~$20M in...
A $10M Lesson in Concentration Risk
A PM at Blue Owl with ~ $20m in company stock reached out last year. It’s not $20m anymore. He and his family had: A 9-figure net worth ~$20M in...
The Most Time-Tested Tax-Aware Wealth Strategy
We’re about to receive millions of dollars of tax-free liquidity from real estate we already own… without selling a single property. This is one of the most durable tax-aware investing...
The Most Time-Tested Tax-Aware Wealth Strategy
We’re about to receive millions of dollars of tax-free liquidity from real estate we already own… without selling a single property. This is one of the most durable tax-aware investing...
Even Billionaires Target 10% After Tax
I was SHOCKED by what The Dictator said on the All-In Podcast. That’s the nickname for Chamath Palihapitiya — former Facebook exec turned venture investor, SPAC promoter, and former part-owner...
Even Billionaires Target 10% After Tax
I was SHOCKED by what The Dictator said on the All-In Podcast. That’s the nickname for Chamath Palihapitiya — former Facebook exec turned venture investor, SPAC promoter, and former part-owner...