Where the Best Talent Wants to Work
Someone I interviewed this week said they’ve lost half of their ops team this year I’ve been interviewing a lot of advisors and client service associates lately, and one thing...
Where the Best Talent Wants to Work
Someone I interviewed this week said they’ve lost half of their ops team this year I’ve been interviewing a lot of advisors and client service associates lately, and one thing...
A 400lb Pig Named Charlie
That’s a wrap on the latest Texas visit! Feeling hashtag blessed that I get to serve such incredible families. One of them lives on 100 acres just outside of Houston…...
A 400lb Pig Named Charlie
That’s a wrap on the latest Texas visit! Feeling hashtag blessed that I get to serve such incredible families. One of them lives on 100 acres just outside of Houston…...
The Best Financial & Tax Strategies for Militar...
Here are some financial/tax planning opportunities for those in the military While Active Duty: • Combat zone pay is excluded from federal (and sometimes state) income tax. This creates...
The Best Financial & Tax Strategies for Militar...
Here are some financial/tax planning opportunities for those in the military While Active Duty: • Combat zone pay is excluded from federal (and sometimes state) income tax. This creates...
Why I’m Willing to Pay 2 and 20
Why I don’t mind paying 2/20 fees for the hedge funds we use We’re not optimizing for low fees. We’re optimizing for the highest risk-adjusted, after-tax returns. An index fund...
Why I’m Willing to Pay 2 and 20
Why I don’t mind paying 2/20 fees for the hedge funds we use We’re not optimizing for low fees. We’re optimizing for the highest risk-adjusted, after-tax returns. An index fund...
From Tax Deferral to Permanent Avoidance
The step‑up in basis at death is the closest thing we have to a get‑out‑of‑jail‑free card. So the game is to build massive deferrals you never end up paying. Your lines of defense...
From Tax Deferral to Permanent Avoidance
The step‑up in basis at death is the closest thing we have to a get‑out‑of‑jail‑free card. So the game is to build massive deferrals you never end up paying. Your lines of defense...
What Picking Up Trash in Ibiza Has to Do With a...
We’re in the process of investing in one of the largest waste management companies in Spain. One of the places it services? Ibiza. Not exactly what people picture when they...
What Picking Up Trash in Ibiza Has to Do With a...
We’re in the process of investing in one of the largest waste management companies in Spain. One of the places it services? Ibiza. Not exactly what people picture when they...