This Thanksgiving, I’m Grateful for the Hardest...
Most people talk about gratitude like it’s being thankful for the “good stuff.” Family. Health. Business wins. That’s part of it. But the older I get, the more I resonate...
This Thanksgiving, I’m Grateful for the Hardest...
Most people talk about gratitude like it’s being thankful for the “good stuff.” Family. Health. Business wins. That’s part of it. But the older I get, the more I resonate...
How We Borrow at the Lowest Rates Available (VI...
If you have a large taxable portfolio and you’re still borrowing from banks (mortgages, HELOCs, SBLOCs, private bank lines), you’re probably overpaying.There’s a niche tool almost no one outside of...
How We Borrow at the Lowest Rates Available (VI...
If you have a large taxable portfolio and you’re still borrowing from banks (mortgages, HELOCs, SBLOCs, private bank lines), you’re probably overpaying.There’s a niche tool almost no one outside of...
How One Advisor Turned $1M Into $6M AUM in 30 M...
An advisor booked a 1:1 consult with me last week. He’d been managing $1M for a couple. They were considering moving the other $5M of their assets… but weren’t convinced yet. Here’s what we...
How One Advisor Turned $1M Into $6M AUM in 30 M...
An advisor booked a 1:1 consult with me last week. He’d been managing $1M for a couple. They were considering moving the other $5M of their assets… but weren’t convinced yet. Here’s what we...
How a PE Partner With $5M of Carry Eliminated E...
I had a call recently with a partner at a PE firm. His numbers: ~$5M of carry / capital gains ~$10M existing portfolio ~$200K ordinary income ~$300K passive income He...
How a PE Partner With $5M of Carry Eliminated E...
I had a call recently with a partner at a PE firm. His numbers: ~$5M of carry / capital gains ~$10M existing portfolio ~$200K ordinary income ~$300K passive income He...
Your Parents’ RMD Problem Is Fixable
If your parents are in their 70s or 80s and getting crushed by RMD taxes, read this. I keep getting the same inbound: “We did everything ‘right’ saving in IRAs…...
Your Parents’ RMD Problem Is Fixable
If your parents are in their 70s or 80s and getting crushed by RMD taxes, read this. I keep getting the same inbound: “We did everything ‘right’ saving in IRAs…...
I’M NOT F****** LEAVING
To everyone trying to buy me or QFS: I’M NOT F****** LEAVING. Over the last year I’ve had multiple offers from larger firms and PE-backed aggregators to: Buy QFS Hire...
I’M NOT F****** LEAVING
To everyone trying to buy me or QFS: I’M NOT F****** LEAVING. Over the last year I’ve had multiple offers from larger firms and PE-backed aggregators to: Buy QFS Hire...