If you had a big tax bill last year, here’s wha...
Stop settling for reactive CPAs who disappear until tax filing season. Work with a proactive CPA who strategizes with you throughout the year. And stop pouring money into “alternative” investments that hand you K-1s full...
If you had a big tax bill last year, here’s wha...
Stop settling for reactive CPAs who disappear until tax filing season. Work with a proactive CPA who strategizes with you throughout the year. And stop pouring money into “alternative” investments that hand you K-1s full...
Private Equity Partner with an $8M Portfolio in...
Currently allocated across public stocks and bonds: • $1.2M in retirement accounts • $6.8M in taxable accounts Opportunities We’re Executing • Upgrade tax-loss harvesting: Moving from Betterment’s direct indexing to a...
Private Equity Partner with an $8M Portfolio in...
Currently allocated across public stocks and bonds: • $1.2M in retirement accounts • $6.8M in taxable accounts Opportunities We’re Executing • Upgrade tax-loss harvesting: Moving from Betterment’s direct indexing to a...
I Always Laugh at Financial Advisors Who Make T...
I always laugh at financial advisors who make this mistake There’s a big difference between a financial advisor and a portfolio manager - and it matters. I worked at PIMCO, I know what a portfolio...
I Always Laugh at Financial Advisors Who Make T...
I always laugh at financial advisors who make this mistake There’s a big difference between a financial advisor and a portfolio manager - and it matters. I worked at PIMCO, I know what a portfolio...
2026 Tax Updates You Need to Know
All figures below are for married filing jointly.Income Tax BracketsBrackets have been inflation-adjusted upward. The top bracket now starts at $768,700.Standard DeductionIncreased to $32,200.Bonus Deduction for SeniorsA new $6,000 deduction is available for taxpayers...
2026 Tax Updates You Need to Know
All figures below are for married filing jointly.Income Tax BracketsBrackets have been inflation-adjusted upward. The top bracket now starts at $768,700.Standard DeductionIncreased to $32,200.Bonus Deduction for SeniorsA new $6,000 deduction is available for taxpayers...
Where Mortgage Rates Go From Here
I get asked what I think mortgage rates will do all the time. This is my best answer ⬇️ Mortgages tend to be priced off the 10-year Treasury, since that’s close...
Where Mortgage Rates Go From Here
I get asked what I think mortgage rates will do all the time. This is my best answer ⬇️ Mortgages tend to be priced off the 10-year Treasury, since that’s close...
Diversifying $20M PLTR Position Tax-Free
All the PLTR FDEs have the same problem. They leave to start their own companies - and have millions in PLTR stock. All of the insiders knew the company was seriously undervalued, but...
Diversifying $20M PLTR Position Tax-Free
All the PLTR FDEs have the same problem. They leave to start their own companies - and have millions in PLTR stock. All of the insiders knew the company was seriously undervalued, but...