A $1M Investment Could Create Nearly $5M of Tax...
Just how valuable can a tax-aware hedge fund be to a high earner in CA? In addition to the diversifying return stream, there could be additional tax benefits. Say you...
A $1M Investment Could Create Nearly $5M of Tax...
Just how valuable can a tax-aware hedge fund be to a high earner in CA? In addition to the diversifying return stream, there could be additional tax benefits. Say you...
I Just Spoke to Someone With a $20M Portfolio i...
I just spoke to someone with a $20m portfolio. All in one stock… What are we doing here people That’s it for this post.
I Just Spoke to Someone With a $20M Portfolio i...
I just spoke to someone with a $20m portfolio. All in one stock… What are we doing here people That’s it for this post.
I Worked at PIMCO. Your Financial Advisor Is No...
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 Worked at PIMCO. Your Financial Advisor Is No...
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,...
You Can Be More, But You’re Enough Already
Sharing some Chris Williamson‑inspired thoughts today. In a clip, he asks how many men have heard something like: “You’re going to be great… but you don’t need to be.” A...
You Can Be More, But You’re Enough Already
Sharing some Chris Williamson‑inspired thoughts today. In a clip, he asks how many men have heard something like: “You’re going to be great… but you don’t need to be.” A...
Stop Asking This Question
Some people reach out and their first question is: “What kind of returns can you get me?” I always have to start by explaining that investing is inherently uncertain. What...
Stop Asking This Question
Some people reach out and their first question is: “What kind of returns can you get me?” I always have to start by explaining that investing is inherently uncertain. What...
Why a “9% Return” in California Might Only Real...
This guy thought his 9% return from hard money loans was good. But he lives in California and his marginal tax rate is ~40%. On an after‑tax basis, that 9% is really...
Why a “9% Return” in California Might Only Real...
This guy thought his 9% return from hard money loans was good. But he lives in California and his marginal tax rate is ~40%. On an after‑tax basis, that 9% is really...