How to Tell If Your Financial Advisor Is the Re...
Always untie your bow tie at the end of the night to show it was the real thing. None of that pre-tied nonsense. And now… here comes the analogy I...
How to Tell If Your Financial Advisor Is the Re...
Always untie your bow tie at the end of the night to show it was the real thing. None of that pre-tied nonsense. And now… here comes the analogy I...
How We Moved $750,000 Into a Roth IRA — With Ze...
Most business owners don’t realize this: Your 401(k), IRA, cash balance plan, and deferred comp aren’t “tax shelters”… They’re ticking tax time-bombs waiting to explode later in life. Eventually, the IRS forces...
How We Moved $750,000 Into a Roth IRA — With Ze...
Most business owners don’t realize this: Your 401(k), IRA, cash balance plan, and deferred comp aren’t “tax shelters”… They’re ticking tax time-bombs waiting to explode later in life. Eventually, the IRS forces...
The Best Investing Book I’ve Ever Read — And Wh...
Otis loves when I read Investing Amid Low Expected Returns by Antti Ilmanen to him. It might be the single best investment book I’ve ever read. It’s comprehensive, rigorous, and...
The Best Investing Book I’ve Ever Read — And Wh...
Otis loves when I read Investing Amid Low Expected Returns by Antti Ilmanen to him. It might be the single best investment book I’ve ever read. It’s comprehensive, rigorous, and...
How to Make Your Portfolio Grow Faster Without ...
Everyone talks about what to invest in. But just as important is where you hold those investments. That’s called asset location - and it can quietly add 1%–3% to your annual compounding rate. Most people stop at the...
How to Make Your Portfolio Grow Faster Without ...
Everyone talks about what to invest in. But just as important is where you hold those investments. That’s called asset location - and it can quietly add 1%–3% to your annual compounding rate. Most people stop at the...
How I Got a Tax Deduction for Better Sleep
If you haven’t heard of Eight Sleep, it’s insane. It uses sensors and AI to automatically adjust the temperature throughout the night, learning your sleep patterns and keeping you perfectly...
How I Got a Tax Deduction for Better Sleep
If you haven’t heard of Eight Sleep, it’s insane. It uses sensors and AI to automatically adjust the temperature throughout the night, learning your sleep patterns and keeping you perfectly...
Right Assets, Wrong Accounts
This simple mistake could cost you $20+ million I met another investor recently who had it completely backward. Super smart tech exec in CA - built a seven-figure Roth IRA...
Right Assets, Wrong Accounts
This simple mistake could cost you $20+ million I met another investor recently who had it completely backward. Super smart tech exec in CA - built a seven-figure Roth IRA...