Why I Hold Jersey Mike’s in My Roth IRA
I’m invested in Jersey Mike’s in my Roth IRA.Jersey Mike’s is a franchisor.That means it collects royalties from thousands of independently owned restaurants.Once the corporate infrastructure is built, the economics...
Why I Hold Jersey Mike’s in My Roth IRA
I’m invested in Jersey Mike’s in my Roth IRA.Jersey Mike’s is a franchisor.That means it collects royalties from thousands of independently owned restaurants.Once the corporate infrastructure is built, the economics...
The 5 Levels Of Tax Strategy (VIDEO)
There are levels to this game.Most people think “tax-efficient” means buying some ETFs and holding for a long time.That’s Level 1.Here’s how I think about the progression:Level 1 – Basic...
The 5 Levels Of Tax Strategy (VIDEO)
There are levels to this game.Most people think “tax-efficient” means buying some ETFs and holding for a long time.That’s Level 1.Here’s how I think about the progression:Level 1 – Basic...
The 30/50/60 Rule of Charitable Giving
I hear advisors explain this incorrectly all the time so I figured it was worth a post.These are the deduction limits to charitable donations:• Cash donations to public charities are...
The 30/50/60 Rule of Charitable Giving
I hear advisors explain this incorrectly all the time so I figured it was worth a post.These are the deduction limits to charitable donations:• Cash donations to public charities are...
QFS Turns Two Today
Today marks the 2-year anniversary of QFSA few things I’m especially grateful for over the past two years:• The families who have trusted us with their finances.• The investment managers...
QFS Turns Two Today
Today marks the 2-year anniversary of QFSA few things I’m especially grateful for over the past two years:• The families who have trusted us with their finances.• The investment managers...
The Second-Order AI Trade
Here’s an AI investment theme I don’t hear many people talking about.Most people think of utilities as boring, sleepy stocks.Yet over roughly the past 50 years, the U.S. utilities sector...
The Second-Order AI Trade
Here’s an AI investment theme I don’t hear many people talking about.Most people think of utilities as boring, sleepy stocks.Yet over roughly the past 50 years, the U.S. utilities sector...
Every Symbol on the Dollar Tells a Story
I just learned what many of the symbols on the U.S. dollar actually mean.Seems like an appropriate subject as we celebrate the 250th anniversary of America’s founding. A few of...
Every Symbol on the Dollar Tells a Story
I just learned what many of the symbols on the U.S. dollar actually mean.Seems like an appropriate subject as we celebrate the 250th anniversary of America’s founding. A few of...