My Power Bill Is Up 10%. That’s Exactly What I ...
My electricity bill just jumped ~ 10%… and I smiled. Most people see that line go up and get annoyed. I see it and think: “Good. The thesis is playing...
My Power Bill Is Up 10%. That’s Exactly What I ...
My electricity bill just jumped ~ 10%… and I smiled. Most people see that line go up and get annoyed. I see it and think: “Good. The thesis is playing...
A $100M Exit Just Hit My Inbox. Here’s the Firs...
Someone with a $100m exit reach out yesterday They were going to split the payment in two, with the first in December and the next in January. I’m begging them...
A $100M Exit Just Hit My Inbox. Here’s the Firs...
Someone with a $100m exit reach out yesterday They were going to split the payment in two, with the first in December and the next in January. I’m begging them...
We’re Hiring a Financial Advisor!
We’re hiring a Financial Advisor! QFS is growing, and we’re looking to add a sharp, client-centered advisor to help us serve high-net-worth families. This role works directly with me to...
We’re Hiring a Financial Advisor!
We’re hiring a Financial Advisor! QFS is growing, and we’re looking to add a sharp, client-centered advisor to help us serve high-net-worth families. This role works directly with me to...
$16M Portfolio Makeover: The Tax-Aware Version
$16m portfolio retiree that’s focused on tax-efficient income and legacy planning Problems: Losing 1–2% per year to taxes on portfolio income Direct indexing had stopped producing real tax benefits Tax-exempt...
$16M Portfolio Makeover: The Tax-Aware Version
$16m portfolio retiree that’s focused on tax-efficient income and legacy planning Problems: Losing 1–2% per year to taxes on portfolio income Direct indexing had stopped producing real tax benefits Tax-exempt...
What a Truly Tax-Aware $10M Portfolio Actually ...
Most investors obsess over pre‑tax returns. But if you’re in a high bracket, the real question is: “What am I actually compounding after-tax over the next 10–30 years?” In my newest YouTube video,...
What a Truly Tax-Aware $10M Portfolio Actually ...
Most investors obsess over pre‑tax returns. But if you’re in a high bracket, the real question is: “What am I actually compounding after-tax over the next 10–30 years?” In my newest YouTube video,...
3 “Advanced” Tax Strategies You Should Never Use
1. Micro-Captive Insurance Companies A business forms its own tiny “insurance company,” pays large insurance premiums to it, and deducts those premiums. The policies often cover highly specific or unlikely...
3 “Advanced” Tax Strategies You Should Never Use
1. Micro-Captive Insurance Companies A business forms its own tiny “insurance company,” pays large insurance premiums to it, and deducts those premiums. The policies often cover highly specific or unlikely...