Here’s Why I’d Rather Invest in a Cricket Team ...
I’ve learned so much since our investment in the Royal Challengers Bengaluru, I feel like I was living under a rock before. Cricket is the fastest growing sport in the world...
Here’s Why I’d Rather Invest in a Cricket Team ...
I’ve learned so much since our investment in the Royal Challengers Bengaluru, I feel like I was living under a rock before. Cricket is the fastest growing sport in the world...
Keep the Public Mag 7 in Taxable Accounts and t...
I like to keep the public “Mag 7” in taxable accounts and the private “Mag 7” in retirement accounts. Publicly traded stocks can be held very tax‑efficiently through ETFs or separately managed accounts...
Keep the Public Mag 7 in Taxable Accounts and t...
I like to keep the public “Mag 7” in taxable accounts and the private “Mag 7” in retirement accounts. Publicly traded stocks can be held very tax‑efficiently through ETFs or separately managed accounts...
How We Built a $100M+ RIA in Under 2 Years
20+ advisors have booked consults so far and it’s been a blast! We’ve gone through: Branding, marketing, and how to get real inbound Portfolio construction, tax-aware strategies, and how to...
How We Built a $100M+ RIA in Under 2 Years
20+ advisors have booked consults so far and it’s been a blast! We’ve gone through: Branding, marketing, and how to get real inbound Portfolio construction, tax-aware strategies, and how to...
The Opportunity in Marinas
This is why we’re invested in marinas. For years, a fascinating supply/demand imbalance has been building in the U.S.: Fewer marinas. More boats. That’s the type of dynamic that can...
The Opportunity in Marinas
This is why we’re invested in marinas. For years, a fascinating supply/demand imbalance has been building in the U.S.: Fewer marinas. More boats. That’s the type of dynamic that can...
The Beauty of Tax Loss Harvesting
Tax loss harvesting is just about the coolest thing in investing If you invest in stocks, you are going to have positions that move against you. When that happens, you...
The Beauty of Tax Loss Harvesting
Tax loss harvesting is just about the coolest thing in investing If you invest in stocks, you are going to have positions that move against you. When that happens, you...
Our First Tax-Aware Preferred Equity Distributi...
We just got our first tax‑aware pref equity distributions. A 14.0% preferred return, structured as: 6.75% current pay, distributed monthly (tax-free thanks to depreciation) 7.25% accrual, compounded monthly Plus a...
Our First Tax-Aware Preferred Equity Distributi...
We just got our first tax‑aware pref equity distributions. A 14.0% preferred return, structured as: 6.75% current pay, distributed monthly (tax-free thanks to depreciation) 7.25% accrual, compounded monthly Plus a...