Should You Tax‑Loss Harvest a Stock You Love?
Should you tax-loss harvest a stock you love?This is a genuinely hard question for stock‑pickers.Let’s say you’re incredibly bullish on a company.The stock is down.You could:• Sell it• Capture the...
Should You Tax‑Loss Harvest a Stock You Love?
Should you tax-loss harvest a stock you love?This is a genuinely hard question for stock‑pickers.Let’s say you’re incredibly bullish on a company.The stock is down.You could:• Sell it• Capture the...
He Sold His Business for $17M in California. No...
I had a call with a guy who sold his business for ~$17M in CA two months ago. No tax planning. Now he’s staring at a massive tax bill and asking what we can...
He Sold His Business for $17M in California. No...
I had a call with a guy who sold his business for ~$17M in CA two months ago. No tax planning. Now he’s staring at a massive tax bill and asking what we can...
Why I Put SpaceX in My Roth IRA
This is why I invested in SpaceX out of my Roth IRA.Whenever I have the opportunity to invest in private equity, I’m very careful about where I hold it.Let’s say...
Why I Put SpaceX in My Roth IRA
This is why I invested in SpaceX out of my Roth IRA.Whenever I have the opportunity to invest in private equity, I’m very careful about where I hold it.Let’s say...
Direct Indexing Has Two Superpowers
This is why I love investing in individual stocksThe ability to tax‑loss harvest losers gets all the attention…But what about the winners?By definition, you’ll own some of the best-performing stocks...
Direct Indexing Has Two Superpowers
This is why I love investing in individual stocksThe ability to tax‑loss harvest losers gets all the attention…But what about the winners?By definition, you’ll own some of the best-performing stocks...
Your Bond Yield Doesn't Have to Be Taxed as Income
Most investors are unknowingly paying taxes they don’t have to.If you hold bonds in a taxable account, every monthly distribution gets taxed as ordinary income – up to 37% federally....
Your Bond Yield Doesn't Have to Be Taxed as Income
Most investors are unknowingly paying taxes they don’t have to.If you hold bonds in a taxable account, every monthly distribution gets taxed as ordinary income – up to 37% federally....
San Francisco Rents Are Up 22% And We’re Capita...
San Francisco rents are up 22%.Over the last few years, the consensus trade was:• Leave San Francisco• Work remotely• Move to Austin, Miami, Nashville, etc.But the companies creating the most...
San Francisco Rents Are Up 22% And We’re Capita...
San Francisco rents are up 22%.Over the last few years, the consensus trade was:• Leave San Francisco• Work remotely• Move to Austin, Miami, Nashville, etc.But the companies creating the most...