The Art Before the Deal
The wealthiest families don't use the step-up in basis.Or at least not as their primary strategy.In 2026, individuals can pass $15M to heirs free of federal estate tax. Anything over...
The Art Before the Deal
The wealthiest families don't use the step-up in basis.Or at least not as their primary strategy.In 2026, individuals can pass $15M to heirs free of federal estate tax. Anything over...
The $17 Million Portfolio Upgrade
CA business owner with $17M portfolioCurrently just public stocks/bonds across:• $6M in retirement accounts• $11M in taxable accountsOpportunities we’re executing:• Upgrade tax-loss harvesting: Moving from Betterment’s direct indexing to a...
The $17 Million Portfolio Upgrade
CA business owner with $17M portfolioCurrently just public stocks/bonds across:• $6M in retirement accounts• $11M in taxable accountsOpportunities we’re executing:• Upgrade tax-loss harvesting: Moving from Betterment’s direct indexing to a...
Update on MicroStrategy $MSTR
About a year ago, I wrote about MicroStrategy and got so much hate from the Bitcoin fanaticsI had no idea what the price of Bitcoin would do and I still...
Update on MicroStrategy $MSTR
About a year ago, I wrote about MicroStrategy and got so much hate from the Bitcoin fanaticsI had no idea what the price of Bitcoin would do and I still...
Should You Invest or Pay Down a 6.5% Mortgage?
“I have an extra $100,000 coming in over the next couple of months. Should I invest it or pay down my second mortgage?”The way I think about this is simple:We...
Should You Invest or Pay Down a 6.5% Mortgage?
“I have an extra $100,000 coming in over the next couple of months. Should I invest it or pay down my second mortgage?”The way I think about this is simple:We...
You Don’t Know Me, Son
I can finally use CPWA® after my name after reaching 5 years of work experience.And what a 5 years it’s been.• Starting at PIMCO• Moving to a multi‑family office• Now...
You Don’t Know Me, Son
I can finally use CPWA® after my name after reaching 5 years of work experience.And what a 5 years it’s been.• Starting at PIMCO• Moving to a multi‑family office• Now...
The 1031 Exchange of Stock Portfolios You’ve Pr...
There’s a 70‑year‑old section of the tax code that lets you transition your messy portfolio into a clean ETF without triggering gains.Think 1031 exchange, but for your stock portfolio.It’s called...
The 1031 Exchange of Stock Portfolios You’ve Pr...
There’s a 70‑year‑old section of the tax code that lets you transition your messy portfolio into a clean ETF without triggering gains.Think 1031 exchange, but for your stock portfolio.It’s called...