This Is Why Passive Investing Is Dumb
I keep running into people who are almost cult-like in their devotion to index funds. That devotion actually makes sense in one very specific place. Large-cap U.S. equities - where: Markets are...
This Is Why Passive Investing Is Dumb
I keep running into people who are almost cult-like in their devotion to index funds. That devotion actually makes sense in one very specific place. Large-cap U.S. equities - where: Markets are...
Success in Your Career ≠ Skill in Investing
I speak with a lot of smart, successful people who’ve never hired a financial advisor because they believe they’re good at investing. But when we walk through their portfolio, a...
Success in Your Career ≠ Skill in Investing
I speak with a lot of smart, successful people who’ve never hired a financial advisor because they believe they’re good at investing. But when we walk through their portfolio, a...
December Is Too Late to Save on Taxes
Everyone wants to save taxes in December. Almost no one wants to plan in January. Every year, the same pattern: Quiet most of the year Then my inbox explodes in...
December Is Too Late to Save on Taxes
Everyone wants to save taxes in December. Almost no one wants to plan in January. Every year, the same pattern: Quiet most of the year Then my inbox explodes in...
The “Crypto Has No Wash Sale Rule” Myth
Crypto has no wash sale rule so it’s the best asset for tax loss harvesting I'm sick of seeing this and want to set the record straight. According to the...
The “Crypto Has No Wash Sale Rule” Myth
Crypto has no wash sale rule so it’s the best asset for tax loss harvesting I'm sick of seeing this and want to set the record straight. According to the...
How I’m Fixing My Grandma’s RMD Problem (VIDEO)
Large IRA balances can quietly turn into multi‑million‑dollar tax bombs once Required Minimum Distributions (RMDs) kick in. I’m doing this right now for my own grandma. In the video, I...
How I’m Fixing My Grandma’s RMD Problem (VIDEO)
Large IRA balances can quietly turn into multi‑million‑dollar tax bombs once Required Minimum Distributions (RMDs) kick in. I’m doing this right now for my own grandma. In the video, I...
The Smartest Tax Planning Happens Before the Li...
SpaceX engineer planning ahead for the IPO Depending on how it goes, his equity could be worth mid‑7 or low‑8 figures… before taxes. Here’s what we talked about: 1. Bank losses before the IPO...
The Smartest Tax Planning Happens Before the Li...
SpaceX engineer planning ahead for the IPO Depending on how it goes, his equity could be worth mid‑7 or low‑8 figures… before taxes. Here’s what we talked about: 1. Bank losses before the IPO...