The Hidden Cost of DIY Investing (VIDEO)
DIY investors save 1% on fees… and lose 3–5% in after-tax returns. Every week, I talk to investors who take pride in managing their own portfolios. They think they’re...
The Hidden Cost of DIY Investing (VIDEO)
DIY investors save 1% on fees… and lose 3–5% in after-tax returns. Every week, I talk to investors who take pride in managing their own portfolios. They think they’re...
This is Why You Wax Your Board
Your browser does not support the video tag. Wrapped up another incredible surf trip to Mexico last week 🌊 A few lessons learned (and re-learned) this year: •...
This is Why You Wax Your Board
Your browser does not support the video tag. Wrapped up another incredible surf trip to Mexico last week 🌊 A few lessons learned (and re-learned) this year: •...
How to Borrow at Less Than 3% After Tax
A box spread loan lets you borrow directly from the market - cutting out financial intermediaries and giving you the lowest rates you’ll ever find. They also come with unique tax advantages....
How to Borrow at Less Than 3% After Tax
A box spread loan lets you borrow directly from the market - cutting out financial intermediaries and giving you the lowest rates you’ll ever find. They also come with unique tax advantages....
This Approach Has Revolutionized Taxable Invest...
Whether you’re dealing with capital gains from: A business sale Carry or co-investments Appreciated real estate Concentrated stock Or simply want to invest more tax-efficiently - tax-aware long/short equity strategies could be...
This Approach Has Revolutionized Taxable Invest...
Whether you’re dealing with capital gains from: A business sale Carry or co-investments Appreciated real estate Concentrated stock Or simply want to invest more tax-efficiently - tax-aware long/short equity strategies could be...
Why “Tax the Rich” Is the Dumbest Expression
CA wants to impose a one-time 5% wealth tax on its wealthiest residents. If you have $1 billion or more, you’d lose 5% of your net worth - instantly -...
Why “Tax the Rich” Is the Dumbest Expression
CA wants to impose a one-time 5% wealth tax on its wealthiest residents. If you have $1 billion or more, you’d lose 5% of your net worth - instantly -...
We’re Living in the Golden Era of Tax Strategy
The tax/investment strategies we can do today are INSANE We can offset capital gains on: • Business sales • Concentrated stocks • Real estate sales • Carried interest We can...
We’re Living in the Golden Era of Tax Strategy
The tax/investment strategies we can do today are INSANE We can offset capital gains on: • Business sales • Concentrated stocks • Real estate sales • Carried interest We can...