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...
I Own Anthropic in My Roth IRA
Public equity markets are more concentrated today than at any point in decades: • The number of U.S. public companies is roughly half what it was ~30 years ago • The...
I Own Anthropic in My Roth IRA
Public equity markets are more concentrated today than at any point in decades: • The number of U.S. public companies is roughly half what it was ~30 years ago • The...