High Valuations Don’t Mean Run for the Exits
What I tell $5M+ families about diversifying when the S&P is priced for perfection. Short version: valuation risk is high, uncertainty is higher, so we diversify more intelligently - not...
High Valuations Don’t Mean Run for the Exits
What I tell $5M+ families about diversifying when the S&P is priced for perfection. Short version: valuation risk is high, uncertainty is higher, so we diversify more intelligently - not...
A $12M Case Study in Tax-Efficient Investing
PE partner with a $12M portfolio in the 37% bracket Current mix (outside of his own PE deals): $2M in retirement accounts $10M in taxable accounts Portfolio is 100% long-only...
A $12M Case Study in Tax-Efficient Investing
PE partner with a $12M portfolio in the 37% bracket Current mix (outside of his own PE deals): $2M in retirement accounts $10M in taxable accounts Portfolio is 100% long-only...
How to Tell If Your Financial Advisor Is the Re...
Always untie your bow tie at the end of the night to show it was the real thing. None of that pre-tied nonsense. And now… here comes the analogy I...
How to Tell If Your Financial Advisor Is the Re...
Always untie your bow tie at the end of the night to show it was the real thing. None of that pre-tied nonsense. And now… here comes the analogy I...
How We Moved $750,000 Into a Roth IRA — With Ze...
Most business owners don’t realize this: Your 401(k), IRA, cash balance plan, and deferred comp aren’t “tax shelters”… They’re ticking tax time-bombs waiting to explode later in life. Eventually, the IRS forces...
How We Moved $750,000 Into a Roth IRA — With Ze...
Most business owners don’t realize this: Your 401(k), IRA, cash balance plan, and deferred comp aren’t “tax shelters”… They’re ticking tax time-bombs waiting to explode later in life. Eventually, the IRS forces...
The Best Investing Book I’ve Ever Read — And Wh...
Otis loves when I read Investing Amid Low Expected Returns by Antti Ilmanen to him. It might be the single best investment book I’ve ever read. It’s comprehensive, rigorous, and...
The Best Investing Book I’ve Ever Read — And Wh...
Otis loves when I read Investing Amid Low Expected Returns by Antti Ilmanen to him. It might be the single best investment book I’ve ever read. It’s comprehensive, rigorous, and...
How to Make Your Portfolio Grow Faster Without ...
Everyone talks about what to invest in. But just as important is where you hold those investments. That’s called asset location - and it can quietly add 1%–3% to your annual compounding rate. Most people stop at the...
How to Make Your Portfolio Grow Faster Without ...
Everyone talks about what to invest in. But just as important is where you hold those investments. That’s called asset location - and it can quietly add 1%–3% to your annual compounding rate. Most people stop at the...