How the Wealthy Borrow at Under 4% - and Now Yo...
Hybrid mortgages have quietly been gate-kept by the ultra-wealthy. For decades, banks offered similar programs exclusively to clients with $30M+ net worths through private bankers. But now, access to this structure has...
How the Wealthy Borrow at Under 4% - and Now Yo...
Hybrid mortgages have quietly been gate-kept by the ultra-wealthy. For decades, banks offered similar programs exclusively to clients with $30M+ net worths through private bankers. But now, access to this structure has...
The OpenAI Millionaire’s Playbook
OpenAI employee with $4m gain. I gave them 3 suggestions: After CA taxes, you’ll be looking at closer to $2.5m. Solution #1: long/short tax-loss harvesting. We can harvest 90% of...
The OpenAI Millionaire’s Playbook
OpenAI employee with $4m gain. I gave them 3 suggestions: After CA taxes, you’ll be looking at closer to $2.5m. Solution #1: long/short tax-loss harvesting. We can harvest 90% of...
How to Build a Portfolio That Reduces Taxes Ins...
Here’s how you build a portfolio that reduces taxes instead of creating them The typical portfolio: Bonds → taxed as ordinary income Trading stocks → capital gains taxes Public REITs → ordinary income taxes Private credit → ordinary income taxes...
How to Build a Portfolio That Reduces Taxes Ins...
Here’s how you build a portfolio that reduces taxes instead of creating them The typical portfolio: Bonds → taxed as ordinary income Trading stocks → capital gains taxes Public REITs → ordinary income taxes Private credit → ordinary income taxes...
If the Stock Market Worries You, Read This
If the stock market worries you, have you considered this investment opportunity? We have a massive housing shortage - and the setup is staggering: In 1960, the U.S. recorded about 1.3 million housing...
If the Stock Market Worries You, Read This
If the stock market worries you, have you considered this investment opportunity? We have a massive housing shortage - and the setup is staggering: In 1960, the U.S. recorded about 1.3 million housing...
The Hidden Cost of DIY Investing (VIDEO)
DIY investors save 1% on fees… and lose 3–5% in after-tax returns. Every week, I talk to investors who take pride in managing their own portfolios. They think they’re...
The Hidden Cost of DIY Investing (VIDEO)
DIY investors save 1% on fees… and lose 3–5% in after-tax returns. Every week, I talk to investors who take pride in managing their own portfolios. They think they’re...
This is Why You Wax Your Board
Your browser does not support the video tag. Wrapped up another incredible surf trip to Mexico last week 🌊 A few lessons learned (and re-learned) this year: •...
This is Why You Wax Your Board
Your browser does not support the video tag. Wrapped up another incredible surf trip to Mexico last week 🌊 A few lessons learned (and re-learned) this year: •...