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...
How to Actually Get My Help (Without “Picking M...
How to actually get my help on complex tax + portfolio cases. Dozens of people hit my inbox every week asking to: • “Pick my brain” • Talk shop •...
How to Actually Get My Help (Without “Picking M...
How to actually get my help on complex tax + portfolio cases. Dozens of people hit my inbox every week asking to: • “Pick my brain” • Talk shop •...