Where DIY Tax Planning Breaks
This really smart business owner hit the limit of DIY planning/investing • Cash balance plan used to defer millions in taxes… but the TPA somehow has it overfunded by $600k...
Where DIY Tax Planning Breaks
This really smart business owner hit the limit of DIY planning/investing • Cash balance plan used to defer millions in taxes… but the TPA somehow has it overfunded by $600k...
If the S&P Is Priced for Perfection, What’s the...
At today’s S&P 500 valuation, history says your 10‑year return is close to 0%. Now what? When you look at past periods where markets have traded at valuations similar to...
If the S&P Is Priced for Perfection, What’s the...
At today’s S&P 500 valuation, history says your 10‑year return is close to 0%. Now what? When you look at past periods where markets have traded at valuations similar to...
Someone Put a Buffer ETF in My Kitchen
Someone put a buffer ETF in my kitchen. 🗑️ Defined outcome. Equity hedged. Derivative income. Is it the best way to accomplish most investors’ goals? No. And the math is very...
Someone Put a Buffer ETF in My Kitchen
Someone put a buffer ETF in my kitchen. 🗑️ Defined outcome. Equity hedged. Derivative income. Is it the best way to accomplish most investors’ goals? No. And the math is very...
10,000 Followers, 1,000 Subscribers, and a Dad‑...
100k subscribers! That’s the goal… my dad got me these “creator plaques” for 10,000 LinkedIn followers and 1,000 YouTube subscribers. Definitely not the official YouTube gold play button… but honestly, these mean more....
10,000 Followers, 1,000 Subscribers, and a Dad‑...
100k subscribers! That’s the goal… my dad got me these “creator plaques” for 10,000 LinkedIn followers and 1,000 YouTube subscribers. Definitely not the official YouTube gold play button… but honestly, these mean more....
How We Invest in the World’s Best Companies Bef...
“Hey Samuel - can we invest in SpaceX?” That’s what a client asked me this week. I told them: you already are. Some of the most exciting companies like OpenAI, Anthropic,...
How We Invest in the World’s Best Companies Bef...
“Hey Samuel - can we invest in SpaceX?” That’s what a client asked me this week. I told them: you already are. Some of the most exciting companies like OpenAI, Anthropic,...
We Are Screwed
We are screwed. (At least if your plan is “own U.S. large caps and hope for the best.”) I just finished reading AQR’s latest Capital Market Assumptions, and a few...
We Are Screwed
We are screwed. (At least if your plan is “own U.S. large caps and hope for the best.”) I just finished reading AQR’s latest Capital Market Assumptions, and a few...