We Are Screwed
We are screwed. (At least if your plan is “own U.S. large caps and hope for the best.”) I just finished reading AQR’s latest Capital Market Assumptions, and a few...
We Are Screwed
We are screwed. (At least if your plan is “own U.S. large caps and hope for the best.”) I just finished reading AQR’s latest Capital Market Assumptions, and a few...
A Great Company Is Not the Same Thing as a Grea...
99% of people I talk to don’t understand this about their company stock The difference between a great company and a great investment largely (not entirely) comes down to valuation. I work with people...
A Great Company Is Not the Same Thing as a Grea...
99% of people I talk to don’t understand this about their company stock The difference between a great company and a great investment largely (not entirely) comes down to valuation. I work with people...
Why High Earners Pay Millions in Taxes And How ...
I met with 3 people last week who paid over $1 million in taxes last year.They won’t this year.There isn’t just one tax code—there are dozens.And if you’re a high...
Why High Earners Pay Millions in Taxes And How ...
I met with 3 people last week who paid over $1 million in taxes last year.They won’t this year.There isn’t just one tax code—there are dozens.And if you’re a high...
Why Attacking the Fed Is a Bad Idea — Regardles...
Why Trump attacking the Fed is dangerousAn honest evaluation of President Trump is that he says and does a lot of things. Some are good. Some are bad.This one falls...
Why Attacking the Fed Is a Bad Idea — Regardles...
Why Trump attacking the Fed is dangerousAn honest evaluation of President Trump is that he says and does a lot of things. Some are good. Some are bad.This one falls...
There Is No Work–Life Balance — Only Life
People who obsess about “work-life balance” are usually mediocre at both.Obsessed people apply their obsession to everything, and just call it life.Yesterday I turned 28, and I’ve been thinking about...
There Is No Work–Life Balance — Only Life
People who obsess about “work-life balance” are usually mediocre at both.Obsessed people apply their obsession to everything, and just call it life.Yesterday I turned 28, and I’ve been thinking about...
Awards Are Easy. Results Are Hard.
Every year, our industry hands out countless “Best-In-State” and “Top Advisor” awards. Many are: • Self-nominated • Pay-to-play • Unconnected to client outcomes We don’t build our firm around awards...
Awards Are Easy. Results Are Hard.
Every year, our industry hands out countless “Best-In-State” and “Top Advisor” awards. Many are: • Self-nominated • Pay-to-play • Unconnected to client outcomes We don’t build our firm around awards...