The Call I Took on a Sunday Morning Became My B...
This weekend I took 5 calls. Including one from 6-7pm Saturday night. Times when most people don’t want to be working. The Sunday morning caller opened with: “You remind me...
The Call I Took on a Sunday Morning Became My B...
This weekend I took 5 calls. Including one from 6-7pm Saturday night. Times when most people don’t want to be working. The Sunday morning caller opened with: “You remind me...
Everyone Does Retirement Income Wrong
Here’s the pattern I see over and over: Stay mostly in stocks until retirement Then sell a big chunk, trigger a large capital gains bill Move the proceeds into bonds...
Everyone Does Retirement Income Wrong
Here’s the pattern I see over and over: Stay mostly in stocks until retirement Then sell a big chunk, trigger a large capital gains bill Move the proceeds into bonds...
A $15,000,000 Tax Bill That Didn’t Have to Happen
A client just paid $15,000,000 in taxes that were completely avoidable I spoke with a CPA this week whose client had a $15M tax bill last year. Why? They sold $40M+ of NVDA...
A $15,000,000 Tax Bill That Didn’t Have to Happen
A client just paid $15,000,000 in taxes that were completely avoidable I spoke with a CPA this week whose client had a $15M tax bill last year. Why? They sold $40M+ of NVDA...
The Borrowing Strategy High-Net-Worth Investors...
In plain English: You borrow through the options market, secured by your portfolio Rates are often sub‑4% today Interest can be tax‑deductible in the right structure You don’t have to sell a single share What...
The Borrowing Strategy High-Net-Worth Investors...
In plain English: You borrow through the options market, secured by your portfolio Rates are often sub‑4% today Interest can be tax‑deductible in the right structure You don’t have to sell a single share What...
My Power Bill Is Up 10%. That’s Exactly What I ...
My electricity bill just jumped ~ 10%… and I smiled. Most people see that line go up and get annoyed. I see it and think: “Good. The thesis is playing...
My Power Bill Is Up 10%. That’s Exactly What I ...
My electricity bill just jumped ~ 10%… and I smiled. Most people see that line go up and get annoyed. I see it and think: “Good. The thesis is playing...
A $100M Exit Just Hit My Inbox. Here’s the Firs...
Someone with a $100m exit reach out yesterday They were going to split the payment in two, with the first in December and the next in January. I’m begging them...
A $100M Exit Just Hit My Inbox. Here’s the Firs...
Someone with a $100m exit reach out yesterday They were going to split the payment in two, with the first in December and the next in January. I’m begging them...