QFS Is Growing: Meet Our First Full-Time Hire
QFS is growing to better serve $5M+ families: meet our first full‑time hire.For the last 1.5 years, QFS has been a one‑advisor firm by design.This year, the number of $5M+...
QFS Is Growing: Meet Our First Full-Time Hire
QFS is growing to better serve $5M+ families: meet our first full‑time hire.For the last 1.5 years, QFS has been a one‑advisor firm by design.This year, the number of $5M+...
The Math Behind MicroStrategy’s Bitcoin Leverag...
The dumbest interview of all time A few direct quotes: • “We’re building an indestructible balance sheet.” • “These preferreds are a very low-risk way to add leverage and amplify...
The Math Behind MicroStrategy’s Bitcoin Leverag...
The dumbest interview of all time A few direct quotes: • “We’re building an indestructible balance sheet.” • “These preferreds are a very low-risk way to add leverage and amplify...
What I Told a 20-Something Sitting on $5M in On...
We all want to believe we “knew” our company was going to the moon. But a $5M+ single‑stock position in your 20s isn’t genius. It’s concentration and luck. Here’s what...
What I Told a 20-Something Sitting on $5M in On...
We all want to believe we “knew” our company was going to the moon. But a $5M+ single‑stock position in your 20s isn’t genius. It’s concentration and luck. Here’s what...
How to Actually Get My Help (Without “Picking M...
How to actually get my help on complex tax + portfolio cases. Dozens of people hit my inbox every week asking to: • “Pick my brain” • Talk shop •...
How to Actually Get My Help (Without “Picking M...
How to actually get my help on complex tax + portfolio cases. Dozens of people hit my inbox every week asking to: • “Pick my brain” • Talk shop •...
High Valuations Don’t Mean Run for the Exits
What I tell $5M+ families about diversifying when the S&P is priced for perfection. Short version: valuation risk is high, uncertainty is higher, so we diversify more intelligently - not...
High Valuations Don’t Mean Run for the Exits
What I tell $5M+ families about diversifying when the S&P is priced for perfection. Short version: valuation risk is high, uncertainty is higher, so we diversify more intelligently - not...
A $12M Case Study in Tax-Efficient Investing
PE partner with a $12M portfolio in the 37% bracket Current mix (outside of his own PE deals): $2M in retirement accounts $10M in taxable accounts Portfolio is 100% long-only...
A $12M Case Study in Tax-Efficient Investing
PE partner with a $12M portfolio in the 37% bracket Current mix (outside of his own PE deals): $2M in retirement accounts $10M in taxable accounts Portfolio is 100% long-only...