https://www.quantitativefinancialstrategies.com/blogs/our-insights/beyond-direct-indexing 2025-02-16T13:56:53-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-jake-brown-270388-2531314.jpg?v=1739732213 Beyond Direct Indexing https://www.quantitativefinancialstrategies.com/blogs/our-insights/what-if-yale-was-taxable 2025-02-16T13:52:11-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-line-knipst-574109081-18668992.jpg?v=1739731931 What if Yale Was Taxable? https://www.quantitativefinancialstrategies.com/blogs/our-insights/shirtsleeves-to-shirtsleeves-why-generational-wealth-fades 2025-02-16T13:48:32-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/shirtsleeves2_53acf6c7-149a-4316-886d-f59aebc45953.jpg?v=1739731712 Shirtsleeves to Shirtsleeves: Why Generational Wealth Fades https://www.quantitativefinancialstrategies.com/blogs/our-insights/supercharge-wealth-compounding-with-ordinary-loss-harvesting 2025-05-23T14:21:36-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-pixabay-208745_1_3a874f9f-2b01-4d6a-b740-b8c89eba003e.jpg?v=1748024496 Supercharge Wealth Compounding with Ordinary Loss Harvesting https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-best-loan-you-ve-never-heard-of 2025-10-01T11:07:42-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-heyho-7045917_51447902-2475-4e8f-a2af-748f5af8857b.jpg?v=1759331262 The Best Loan You’ve Never Heard Of https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-k-1-nightmare-wealth-managers-don-t-talk-about 2025-10-02T11:25:45-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/a6b6xf_2cbf91ee-e87c-41fa-a0fe-a31049bc3705.jpg?v=1759418745 The K-1 Nightmare Wealth Managers Don’t Talk About https://www.quantitativefinancialstrategies.com/blogs/our-insights/i-met-with-3-people-who-paid-over-1-million-in-taxes-last-year 2025-10-03T16:17:20-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/1749215417138.jpg?v=1759522640 I Met With 3 People Who Paid Over $1 Million in Taxes Last Year https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-harvest-losses-while-your-investments-grow 2025-10-04T10:05:19-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/a8306h_87aba5e5-a092-43af-8c65-a98081967b4d.jpg?v=1759586719 How to Harvest Losses While Your Investments Grow https://www.quantitativefinancialstrategies.com/blogs/our-insights/i-met-a-guy-who-only-invests-in-index-funds 2025-10-05T10:21:41-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/a85qv3.jpg?v=1759674101 I Met a Guy Who Only Invests in Index Funds https://www.quantitativefinancialstrategies.com/blogs/our-insights/ever-wonder-how-families-with-100m-actually-invest-their-money 2025-10-06T09:04:01-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_8511.png?v=1759755841 Ever wonder how families with $100M+ actually invest their money? https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-real-reason-housing-is-unaffordable-hint-it-s-not-blackstone 2025-10-07T10:31:58-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/trillion-dollar-corporation-vs-single-mother-lets-go-v0-pkoxvzksq6wb1.jpg_copy_2_2924a01d-8496-46a1-840b-5fff862b9e75.jpg?v=1759847518 The REAL Reason Housing Is Unaffordable (Hint: It’s Not BlackStone) https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-art-of-tax-rate-arbitrage 2025-10-08T09:34:01-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/1746884704525.jpg?v=1759930441 The Art of Tax Rate Arbitrage https://www.quantitativefinancialstrategies.com/blogs/our-insights/i-was-shocked-by-what-i-heard-chamath-say-recently 2025-10-09T08:35:06-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/1746970722174_e22f6341-b122-43e9-b7cf-40f4bb6dc656.jpg?v=1760013306 I was SHOCKED by what Chamath said https://www.quantitativefinancialstrategies.com/blogs/our-insights/if-you-could-erase-taxes-on-one-thing 2025-10-10T18:41:13-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/TaxImage.png?v=1760136073 If You Could Erase Taxes on One Thing… https://www.quantitativefinancialstrategies.com/blogs/our-insights/diversifying-20m-pltr-position-tax-free 2025-10-11T12:47:25-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/1.png?v=1760201245 Diversifying $20M PLTR Position Tax-Free https://www.quantitativefinancialstrategies.com/blogs/our-insights/where-mortgage-rates-go-from-here 2025-10-12T09:45:32-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/mortgage-rate-forecasts-2x-3_bbda15e4-fe0b-4f76-873c-f972d2e711c1.png?v=1760276732 Where Mortgage Rates Go From Here https://www.quantitativefinancialstrategies.com/blogs/our-insights/2026-tax-updates-you-need-to-know 2025-10-13T09:58:51-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2025-10-13_at_7.49.12_AM.png?v=1760363931 2026 Tax Updates You Need to Know https://www.quantitativefinancialstrategies.com/blogs/our-insights/i-always-laugh-at-financial-advisors-who-make-this-mistake 2025-10-14T08:29:32-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/a91ss3.jpg?v=1760444972 I Always Laugh at Financial Advisors Who Make This Mistake https://www.quantitativefinancialstrategies.com/blogs/our-insights/private-equity-partner-with-an-8m-portfolio-in-the-37-tax-bracket 2025-10-15T11:59:15-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/a96014.jpg?v=1760543955 Private Equity Partner with an $8M Portfolio in the 37% Tax Bracket https://www.quantitativefinancialstrategies.com/blogs/our-insights/if-you-had-a-big-tax-bill-last-year-here-s-what-you-should-do-this-year 2025-10-16T09:50:03-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/a99zlm.jpg?v=1760622603 If you had a big tax bill last year, here’s what you should do this year https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-quickest-way-to-destroy-a-city-besides-bombing-it 2025-10-17T11:50:28-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/AP25289833619823-e1760658499534.jpg?v=1760716228 The Quickest Way to Destroy a City (Besides Bombing It) https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-make-your-private-equity-returns-tax-free-video 2025-10-19T16:33:08-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image_2025-10-18_171650424.png?v=1760905988 How to Make Your Private Equity Returns Tax-Free (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-most-powerful-estate-planning-strategy-in-america 2025-10-20T14:17:58-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IDGT.png?v=1760984278 The Most Powerful Estate Planning Strategy in America https://www.quantitativefinancialstrategies.com/blogs/our-insights/america-is-running-out-of-power-creating-a-23-trillion-opportunity 2025-10-22T12:24:07-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2025-10-21_at_8.11.41_PM.png?v=1761150247 America is running out of power - creating a $23 trillion opportunity. https://www.quantitativefinancialstrategies.com/blogs/our-insights/openai-employee-with-5m-in-ppus 2025-10-23T10:11:32-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/channels4_profile_fd314a4c-d6c1-460f-a9e4-0182a4e2de86.jpg?v=1761228692 OpenAI employee with $5M in PPUs https://www.quantitativefinancialstrategies.com/blogs/our-insights/can-you-pass-this-tax-efficient-investing-test 2025-10-24T09:41:16-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/TE_Quiz.png?v=1761313276 Can You Pass This Tax-Efficient Investing Test? https://www.quantitativefinancialstrategies.com/blogs/our-insights/we-re-living-in-the-golden-era-of-tax-strategy 2025-10-25T09:59:33-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/aa48ib.jpg?v=1761400773 We’re Living in the Golden Era of Tax Strategy https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-tax-the-rich-is-the-dumbest-expression 2025-10-26T10:10:31-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/1755783791833.jpg?v=1761487831 Why “Tax the Rich” Is the Dumbest Expression https://www.quantitativefinancialstrategies.com/blogs/our-insights/this-approach-has-revolutionized-taxable-investing-video 2025-10-27T09:54:43-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_8511_80ed615e-f224-483c-ab43-df58601cdb78.png?v=1761573283 This Approach Has Revolutionized Taxable Investing (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-borrow-at-less-than-3-after-tax 2025-10-28T09:23:04-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2025-10-28_at_6.12.38_AM.png?v=1761657784 How to Borrow at Less Than 3% After Tax https://www.quantitativefinancialstrategies.com/blogs/our-insights/this-is-why-you-wax-your-board 2025-10-29T09:42:54-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/WATERSHOTS_OCTOBER_18_-_25-600.jpg?v=1761745374 This is Why You Wax Your Board https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-hidden-cost-of-diy-investing-video 2025-10-30T11:17:50-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2025-10-29_at_23.46.46.png?v=1761837470 The Hidden Cost of DIY Investing (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/if-the-stock-market-worries-you-read-this 2025-10-31T09:46:18-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Housing_Undersupply.png?v=1761918378 If the Stock Market Worries You, Read This https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-build-a-portfolio-that-reduces-taxes-instead-of-creating-them 2025-11-01T11:17:25-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/aatxz2.jpg?v=1762010245 How to Build a Portfolio That Reduces Taxes Instead of Creating Them https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-openai-millionaire-s-playbook 2025-11-02T12:58:07-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/aawql8.jpg?v=1762106287 The OpenAI Millionaire’s Playbook https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-the-wealthy-borrow-at-under-4-and-now-you-can-too 2025-11-03T10:00:34-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2025-11-03_at_6.55.09_AM.png?v=1762182034 How the Wealthy Borrow at Under 4% - and Now You Can Too https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-i-help-people-escape-the-rmd-trap 2025-11-04T09:07:21-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/ab36wr.jpg?v=1762265241 How I Help People Escape the RMD Trap https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-save-millions-in-taxes-on-a-30m-business-sale 2025-11-05T10:02:41-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/ab7fph.jpg?v=1762354961 How to Save Millions in Taxes on a $30M Business Sale https://www.quantitativefinancialstrategies.com/blogs/our-insights/new-offering-taxable-investment-consulting 2025-11-06T08:22:16-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Printable_File-1.jpg?v=1762435336 New Offering: Taxable Investment Consulting https://www.quantitativefinancialstrategies.com/blogs/our-insights/most-people-do-tax-loss-harvesting-wrong 2025-11-07T08:34:30-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/WATERSHOTS_OCTOBER_18_-_25-311.jpg?v=1762522470 Most People Do Tax-Loss Harvesting Wrong https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-multiple-advisors-make-you-less-diversified 2025-11-08T11:20:21-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Multiple_Advisors.png?v=1762618821 Why Multiple Advisors Make You Less Diversified https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-infrastructure-beneath-the-ai-boom 2025-11-09T11:21:18-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Infra_Image.png?v=1762705278 The Infrastructure Beneath the AI Boom https://www.quantitativefinancialstrategies.com/blogs/our-insights/right-assets-wrong-accounts 2025-11-10T13:28:34-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/PE_in_CA.png?v=1762799314 Right Assets, Wrong Accounts https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-i-got-a-tax-deduction-for-better-sleep 2025-11-11T11:10:25-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/8Sleep.jpg?v=1762877425 How I Got a Tax Deduction for Better Sleep https://www.quantitativefinancialstrategies.com/blogs/our-insights/grow-your-portfolio-faster-with-the-same-investments 2025-11-12T10:35:47-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/1_4806bb9d-5c10-4909-bf95-a762385dd48b.png?v=1762961747 How to Make Your Portfolio Grow Faster Without Changing a Single Investment https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-best-investing-book-i-ve-ever-read-and-why-it-matters-now 2025-11-13T09:09:20-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_9041.jpg?v=1763042960 The Best Investing Book I’ve Ever Read — And Why It Matters Now https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-we-moved-750-000-into-a-roth-ira-with-zero-taxes 2025-11-14T07:00:01-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/ac3pgx.jpg?v=1763121601 How We Moved $750,000 Into a Roth IRA — With Zero Taxes https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-tell-if-your-financial-advisor-is-the-real-deal 2025-11-15T10:42:31-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/2566786E-065E-40A9-AE2B-65B068110862.jpg?v=1763221351 How to Tell If Your Financial Advisor Is the Real Deal https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-12m-case-study-in-tax-efficient-investing 2025-11-16T07:21:07-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/ac9y6m.jpg?v=1763295667 A $12M Case Study in Tax-Efficient Investing https://www.quantitativefinancialstrategies.com/blogs/our-insights/high-valuations-don-t-mean-run-for-the-exits 2025-11-17T10:27:26-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image.png?v=1763393246 High Valuations Don’t Mean Run for the Exits https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-actually-get-my-help-without-picking-my-brain-for-free 2025-11-18T09:54:49-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Printable_File-1_8735c26e-0bf5-4675-8372-520c0301f5fa.jpg?v=1763477689 How to Actually Get My Help (Without “Picking My Brain” for Free) https://www.quantitativefinancialstrategies.com/blogs/our-insights/what-i-told-a-20-something-sitting-on-5m-in-one-stock 2025-11-19T08:33:23-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_6968.jpg?v=1763559203 What I Told a 20-Something Sitting on $5M in One Stock https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-math-behind-microstrategy-s-bitcoin-leverage-strategy 2025-11-20T13:37:04-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2025-11-20_at_11.27.37_AM.png?v=1763663824 The Math Behind MicroStrategy’s Bitcoin Leverage Strategy https://www.quantitativefinancialstrategies.com/blogs/our-insights/qfs-is-growing-meet-our-first-full-time-hire 2025-11-21T10:42:07-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Erica_Headshot_05b3d30a-b18b-4b3e-bbd3-95fa1c931634.jpg?v=1763739727 QFS Is Growing: Meet Our First Full-Time Hire https://www.quantitativefinancialstrategies.com/blogs/our-insights/i-m-not-f-leaving 2025-11-22T11:00:10-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/24453926d6e54b39e33fd2f821cb93c3_e4c96302-f383-4018-8ca1-0d5d41110d84.jpg?v=1763827210 I’M NOT F****** LEAVING https://www.quantitativefinancialstrategies.com/blogs/our-insights/your-parents-rmd-problem-is-fixable 2025-11-23T09:45:12-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/RMD-2.png?v=1763909112 Your Parents’ RMD Problem Is Fixable https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-a-pe-partner-with-5m-of-carry-eliminated-every-major-tax-problem 2025-11-24T07:41:56-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Tax_Buckets-3.png?v=1763988116 How a PE Partner With $5M of Carry Eliminated Every Major Tax Problem https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-one-advisor-turned-1m-into-6m-aum-in-30-minutes 2025-11-25T09:33:06-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Consult.png?v=1764081186 How One Advisor Turned $1M Into $6M AUM in 30 Minutes https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-we-borrow-at-the-lowest-rates-available-video 2025-11-26T20:35:04-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_9398.jpg?v=1764207304 How We Borrow at the Lowest Rates Available (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/this-thanksgiving-i-m-grateful-for-the-hardest-18-months-of-my-life 2025-11-27T09:52:37-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_2118_a768ca25-d242-4075-9b81-c4cd2c95a869.jpg?v=1764255157 This Thanksgiving, I’m Grateful for the Hardest 18 Months of My Life https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-a-10-return-can-be-worse-than-an-8-return 2025-11-28T08:26:36-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2025-11-16_at_4.56.05_PM.png?v=1764336396 Why a 10% Return Can Be Worse Than an 8% Return https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-tax-aware-investment-planning-increases-liquidity 2025-11-29T09:00:30-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Tax_Buckets-4.png?v=1764424830 How Tax-Aware Investment Planning Increases Liquidity https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-most-common-outcome-for-a-single-stock-100 2025-11-30T09:58:42-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Single_Stock_124566ae-fcbe-4e11-a44f-d65425f213fc.png?v=1764514722 The Most Common Outcome for a Single Stock? -100% https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-once-in-a-cycle-tax-aware-real-estate-opportunity 2025-12-01T09:48:39-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Pref_Equity-2.png?v=1764600519 A Once-in-a-Cycle Tax-Aware Real Estate Opportunity https://www.quantitativefinancialstrategies.com/blogs/our-insights/most-advisors-don-t-do-this-we-do 2025-12-02T11:26:41-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Value_Add.png?v=1764692801 Most Advisors Don’t Do This. We Do. https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-i-cut-the-tax-bill-on-multi-million-dollar-business-sales-video 2025-12-03T08:50:00-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Image_from_iOS.jpg?v=1764769800 How I Cut the Tax Bill on Multi-Million Dollar Business Sales (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/ca-business-owners-don-t-let-the-state-pick-your-retirement-plan 2025-12-04T09:01:11-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/CalSavers_Notice.jpg?v=1764856871 CA Business Owners: Don’t Let the State Pick Your Retirement Plan https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-a-5m-business-seller-in-california-could-avoid-millions-in-taxes 2025-12-05T14:28:57-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-james-yoke-2153996578-34998541.jpg?v=1764962937 How a $5M Business Seller in California Could Avoid Millions in Taxes https://www.quantitativefinancialstrategies.com/blogs/our-insights/3-advanced-tax-strategies-you-should-never-use 2025-12-06T10:52:39-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/ae7b09.jpg?v=1765036359 3 “Advanced” Tax Strategies You Should Never Use https://www.quantitativefinancialstrategies.com/blogs/our-insights/what-a-truly-tax-aware-10m-portfolio-actually-looks-like-video 2025-12-07T09:13:33-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Re-create_513.jpg?v=1765116813 What a Truly Tax-Aware $10M Portfolio Actually Looks Like (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/16m-portfolio-makeover-the-tax-aware-version 2025-12-08T13:21:08-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/aeddid.jpg?v=1765218068 $16M Portfolio Makeover: The Tax-Aware Version https://www.quantitativefinancialstrategies.com/blogs/our-insights/we-re-hiring-a-financial-advisor 2025-12-09T10:44:56-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2025-12-09_at_8.38.34_AM.png?v=1765295096 We’re Hiring a Financial Advisor! https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-100m-exit-just-hit-my-inbox-here-s-the-first-thing-i-told-them 2025-12-10T09:38:02-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/aek6es.jpg?v=1765377482 A $100M Exit Just Hit My Inbox. Here’s the First Thing I Told Them https://www.quantitativefinancialstrategies.com/blogs/our-insights/my-power-bill-is-up-10-that-s-exactly-what-i-wanted 2025-12-11T09:37:38-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Electricity.png?v=1765463858 My Power Bill Is Up 10%. That’s Exactly What I Wanted. https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-borrowing-strategy-high-net-worth-investors-prefer 2025-12-12T10:48:58-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2025-12-12_at_8.39.22_AM.png?v=1765554538 The Borrowing Strategy High-Net-Worth Investors Prefer https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-15-000-000-tax-bill-that-didn-t-have-to-happen 2025-12-13T07:56:12-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/WATERSHOTS_OCTOBER_18_-_25-294.jpg?v=1765630572 A $15,000,000 Tax Bill That Didn’t Have to Happen https://www.quantitativefinancialstrategies.com/blogs/our-insights/everyone-does-retirement-income-wrong 2025-12-14T10:30:21-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-daniel-jurin-358265-1835718.jpg?v=1765726221 Everyone Does Retirement Income Wrong https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-call-i-took-on-a-sunday-morning-became-my-biggest-client-yet 2025-12-15T12:10:58-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_1652.jpg?v=1765818658 The Call I Took on a Sunday Morning Became My Biggest Client Yet https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-best-20m-portfolio-i-ve-reviewed-so-far 2025-12-16T09:45:00-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Investopedia-terms-indexfund-f7a1af966bd34da5b77ca1627607e41b.png?v=1765896300 The Best $20M Portfolio I’ve Reviewed So Far https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-term-family-office-is-getting-out-of-hand 2025-12-17T08:46:15-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/af5q92.jpg?v=1765979175 The Term “Family Office” Is Getting Out of Hand https://www.quantitativefinancialstrategies.com/blogs/our-insights/4-pointers-for-your-2025-charitable-donations 2025-12-18T10:14:41-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/afb08f_f335593a-f901-4ab1-8c1b-b3decefd4e07.jpg?v=1766070881 4 Pointers for Your 2025 Charitable Donations https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-most-common-return-for-a-stock-is-100 2025-12-19T10:30:34-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/afekec.jpg?v=1766158234 The Most Common Return for a Stock Is –100% https://www.quantitativefinancialstrategies.com/blogs/our-insights/high-net-worth-investors-are-overpaying-for-risk-video 2025-12-20T09:25:35-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image-2.png?v=1766240735 High-Net-Worth Investors Are Overpaying for Risk (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-part-of-building-a-firm-nobody-posts-about 2025-12-21T10:57:45-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0166.jpg?v=1766332665 The Part of Building a Firm Nobody Posts About https://www.quantitativefinancialstrategies.com/blogs/our-insights/optimism-arbitrage-in-real-estate 2025-12-22T10:13:12-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2025-12-22_at_7.12.34_AM.png?v=1766416392 Optimism Arbitrage in Real Estate https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-real-family-offices-actually-start 2025-12-23T09:55:05-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/1_035bc672-7a92-47b8-b36d-294464b00fd3.png?v=1766501705 How Real Family Offices Actually Start https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-we-cut-a-california-business-owner-s-tax-bill-by-750-000 2025-12-24T10:13:53-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/F210F9E2-ABA5-4594-82AB-7F1B4C7E2B17.jpg?v=1766589233 How We Cut a California Business Owner’s Tax Bill by ~$750,000 https://www.quantitativefinancialstrategies.com/blogs/our-insights/save-the-pacific-pocket-mouse 2025-12-25T08:38:42-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/strands-beach-staircase.jpg_copy.jpg?v=1766669922 Save the Pacific Pocket Mouse https://www.quantitativefinancialstrategies.com/blogs/our-insights/when-after-tax-returns-are-higher-than-pre-tax 2025-12-26T10:55:59-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/TA_Investing.png?v=1766764559 When After-Tax Returns Are Higher Than Pre-Tax https://www.quantitativefinancialstrategies.com/blogs/our-insights/most-alts-don-t-belong-in-taxable-accounts 2025-12-27T13:21:04-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-samuss-9320207.jpg?v=1766859664 Most Alts Don’t Belong in Taxable Accounts https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-smartest-tax-planning-happens-before-the-liquidity-event 2025-12-28T09:13:16-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/images-2.png?v=1766931196 The Smartest Tax Planning Happens Before the Liquidity Event https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-i-m-fixing-my-grandma-s-rmd-problem-video 2025-12-29T11:57:47-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image-3.png?v=1767027467 How I’m Fixing My Grandma’s RMD Problem (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-crypto-has-no-wash-sale-rule-myth 2025-12-30T13:13:08-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2025-12-30_at_10.58.57_AM.png?v=1767118388 The “Crypto Has No Wash Sale Rule” Myth https://www.quantitativefinancialstrategies.com/blogs/our-insights/december-is-too-late-to-save-on-taxes 2025-12-31T10:02:57-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/ag78pn.jpg?v=1767193377 December Is Too Late to Save on Taxes https://www.quantitativefinancialstrategies.com/blogs/our-insights/success-in-your-career-skill-in-investing 2026-01-01T11:00:23-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-01-01_at_7.52.32_AM.png?v=1767283223 Success in Your Career ≠ Skill in Investing https://www.quantitativefinancialstrategies.com/blogs/our-insights/this-is-why-passive-investing-is-dumb 2026-01-02T11:56:00-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-01-02_at_9.42.23_AM.png?v=1767372960 This Is Why Passive Investing Is Dumb https://www.quantitativefinancialstrategies.com/blogs/our-insights/you-already-won-the-game-why-is-your-portfolio-still-playing-sudden-death 2026-01-03T11:45:33-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/maxresdefault.jpg?v=1767458733 You Already Won the Game. Why Is Your Portfolio Still Playing Sudden Death? https://www.quantitativefinancialstrategies.com/blogs/our-insights/30m-net-worth-10m-business-sale-no-tax-plan 2026-01-04T11:45:49-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/aghcs9.jpg?v=1767545149 $30M Net Worth. $10M Business Sale. No Tax Plan. https://www.quantitativefinancialstrategies.com/blogs/our-insights/10-000-followers-on-linkedin 2026-01-05T12:49:06-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-01-05_at_10.41.02_AM.png?v=1767635346 10,000 Followers on LinkedIn https://www.quantitativefinancialstrategies.com/blogs/our-insights/real-estate-professional-status-doesn-t-make-all-real-estate-losses-active 2026-01-06T10:49:06-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/ae7b09_408cbdfb-8816-4b83-9bdb-7ee18723e6f6.jpg?v=1767714546 Real Estate Professional Status Doesn’t Make All Real Estate Losses Active https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-10m-broadcom-portfolio-with-a-huge-tax-problem 2026-01-07T09:45:08-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Broadcom-Logo.jpg?v=1767797108 A $10M Broadcom Portfolio With a Huge Tax Problem https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-myth-of-institutional-ownership-in-single-family-housing 2026-01-08T10:30:40-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-01-08_at_8.24.12_AM.png?v=1767886240 The Myth of Institutional Ownership in Single-Family Housing https://www.quantitativefinancialstrategies.com/blogs/our-insights/awards-are-easy-results-are-hard 2026-01-09T11:05:51-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Satire.png?v=1767974751 Awards Are Easy. Results Are Hard. https://www.quantitativefinancialstrategies.com/blogs/our-insights/there-is-no-work-life-balance-only-life 2026-01-10T12:26:27-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0255.jpg?v=1768065987 There Is No Work–Life Balance — Only Life https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-attacking-the-fed-is-a-bad-idea-regardless-of-who-s-in-power 2026-01-12T12:17:29-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/maxresdefault-2.jpg?v=1768238249 Why Attacking the Fed Is a Bad Idea — Regardless of Who’s in Power https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-high-earners-pay-millions-in-taxes-and-how-it-can-be-avoided 2026-01-13T15:40:25-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/tax_brackets_4d2dbf2e-1a77-44e1-a796-9c1b830fa5c2.jpg?v=1768336825 Why High Earners Pay Millions in Taxes And How It Can Be Avoided https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-great-company-is-not-the-same-thing-as-a-great-stock 2026-01-14T17:48:29-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/3.png?v=1768430909 A Great Company Is Not the Same Thing as a Great Stock https://www.quantitativefinancialstrategies.com/blogs/our-insights/we-are-screwed 2026-01-15T15:29:49-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-01-14_at_11.26.25_AM_090cf8ba-478a-49c7-a17d-8cba0a343f1a.png?v=1768508989 We Are Screwed https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-we-invest-in-the-world-s-best-companies-before-they-go-public 2026-01-16T14:47:51-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/SpaceX-logo-e1468883720851_jpg.webp?v=1768592871 How We Invest in the World’s Best Companies Before They Go Public https://www.quantitativefinancialstrategies.com/blogs/our-insights/10-000-followers-1-000-subscribers-and-a-dad-made-plaque 2026-01-17T10:38:24-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0287.jpg?v=1768664304 10,000 Followers, 1,000 Subscribers, and a Dad‑Made Plaque https://www.quantitativefinancialstrategies.com/blogs/our-insights/someone-put-a-buffer-etf-in-my-kitchen 2026-01-18T09:40:06-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0297.jpg?v=1768747206 Someone Put a Buffer ETF in My Kitchen https://www.quantitativefinancialstrategies.com/blogs/our-insights/if-the-s-p-is-priced-for-perfection-what-s-the-plan 2026-01-19T11:32:26-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/5c47vv3.png?v=1768840346 If the S&P Is Priced for Perfection, What’s the Plan? https://www.quantitativefinancialstrategies.com/blogs/our-insights/where-diy-tax-planning-breaks 2026-01-20T11:14:28-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/DIY-investing_ab7aca33-2aed-4af5-993c-eae18c548239.jpg?v=1768925668 Where DIY Tax Planning Breaks https://www.quantitativefinancialstrategies.com/blogs/our-insights/buy-borrow-die 2026-01-21T07:33:52-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-01-21_at_5.19.18_AM.png?v=1768998832 Buy. Borrow. Die. https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-2-mistake-that-costs-37-million 2026-01-22T09:01:51-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/TA_Compounding.png?v=1769090511 A 2% Mistake That Costs $37 Million https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-quiet-risk-building-inside-private-credit 2026-01-23T10:11:22-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-01-23_at_8.03.34_AM.png?v=1769181082 The Quiet Risk Building Inside Private Credit https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-margin-interest-usually-can-t-offset-dividends-and-when-it-can 2026-01-24T09:35:02-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/ai8nk4.jpg?v=1769265302 Why Margin Interest Usually Can’t Offset Dividends — And When It Can https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-smarter-way-to-fund-retirement-spending 2026-01-25T10:00:54-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_2159.jpg?v=1769353254 A Smarter Way to Fund Retirement Spending https://www.quantitativefinancialstrategies.com/blogs/our-insights/what-i-learned-working-at-a-multifamily-office 2026-01-26T14:07:25-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/aif2u1.jpg?v=1769454445 What I Learned Working at a Multifamily Office https://www.quantitativefinancialstrategies.com/blogs/our-insights/people-are-nuts 2026-01-27T13:08:08-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/51USKDYqHZL._AC_UF894_1000_QL80.jpg?v=1769537288 People Are Nuts https://www.quantitativefinancialstrategies.com/blogs/our-insights/before-you-buy-another-index-fund-watch-this-video 2026-01-28T10:07:39-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Re-create_590.jpg?v=1769612859 Before You Buy Another Index Fund, Watch This. (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/when-big-gold-and-silver-wins-become-tax-problems 2026-01-29T09:04:52-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0353.jpg?v=1769695492 When Big Gold and Silver Wins Become Tax Problems https://www.quantitativefinancialstrategies.com/blogs/our-insights/your-box-spread-loan-might-be-tax-deductible 2026-01-30T08:10:41-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/1256_4225c147-a2b2-4a7f-b8fc-da27c2d410c1.png?v=1769778641 How to Properly Report Box Spread Loans for Tax Purposes https://www.quantitativefinancialstrategies.com/blogs/our-insights/my-uber-driver-beat-the-market 2026-01-31T10:58:05-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0360.png?v=1769875085 My Uber Driver Beat the Market https://www.quantitativefinancialstrategies.com/blogs/our-insights/is-ai-a-bubble 2026-02-01T13:36:04-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-01-30_at_6.56.35_PM.png?v=1769970964 Is AI a Bubble? https://www.quantitativefinancialstrategies.com/blogs/our-insights/i-m-a-finfluencer-now 2026-02-02T11:38:57-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/arr1k_20-_20square.jpg?v=1770050337 I’m a Finfluencer Now https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-cash-balance-plan-secret-nobody-talks-about 2026-02-04T08:24:56-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-02-04_at_6.18.59_AM.png?v=1770211496 The Cash Balance Plan Secret Nobody Talks About https://www.quantitativefinancialstrategies.com/blogs/our-insights/taxes-aren-t-the-price-of-investment-success 2026-02-05T10:01:20-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/ajbzvo.jpg?v=1770303680 Taxes Aren’t the Price of Investment Success https://www.quantitativefinancialstrategies.com/blogs/our-insights/15m-portfolio-generating-500k-of-taxable-income 2026-02-06T12:41:15-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/PC_in_Brokerage_a6bb8897-e944-47cf-a3ae-844996490816.jpg?v=1770399675 $15M Portfolio Generating $500K of Taxable Income https://www.quantitativefinancialstrategies.com/blogs/our-insights/my-1-investing-advice-for-young-people 2026-02-07T09:37:39-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Higher_Returns_vs_Higher_Income_Savings_Rate.png?v=1770475059 My #1 Investing Advice For Young People https://www.quantitativefinancialstrategies.com/blogs/our-insights/tax-strategies-for-pe-partners 2026-02-09T10:39:35-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Private_Equity_Partners.png?v=1770651575 Tax Strategies for PE Partners https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-spend-30-more-in-retirement-video 2026-02-10T09:52:14-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/I_m_60_with_1_000_000_when_should_I_retire_1.png?v=1770735134 How to Spend 30% More in Retirement (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-big-announcement 2026-02-11T09:35:21-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0357.jpg?v=1770820521 The Big Announcement https://www.quantitativefinancialstrategies.com/blogs/our-insights/what-to-do-when-your-income-hits-5-million 2026-02-12T09:30:55-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Financial_Planning_Investment_Management.png?v=1770906655 What To Do When Your Income Hits $5 Million https://www.quantitativefinancialstrategies.com/blogs/our-insights/i-started-my-firm-at-26-with-zero-clients 2026-02-13T11:09:36-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Printable_File-1_c407523a-d8c9-45e0-b423-ecd396432296.jpg?v=1770998976 I Started My Firm at 26 With Zero Clients https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-sell-your-home-without-a-massive-tax-bill 2026-02-14T07:55:49-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_3889.jpg?v=1771073749 How to Sell Your Home Without a Massive Tax Bill https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-we-re-allocating-to-private-equity-in-india 2026-02-15T15:57:52-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-02-02_at_5.05.20_PM.png?v=1771189072 Why We’re Allocating to Private Equity in India https://www.quantitativefinancialstrategies.com/blogs/our-insights/you-dont-feel-like-youre-rich-but-the-government-thinks-you-are 2026-02-16T11:26:20-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-02-16_at_9.18.07_AM.png?v=1771259180 You Don't Feel Like You're Rich, But the Government Thinks You Are. https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-chart-that-can-move-your-retirement-up-by-years 2026-02-17T09:34:31-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-02-17_at_7.15.51_AM.png?v=1771338871 The Chart That Can Move Your Retirement Up by Years https://www.quantitativefinancialstrategies.com/blogs/our-insights/i-own-anthropic-in-my-roth-ira 2026-02-18T10:03:49-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-02-18_at_7.46.18_AM.png?v=1771427029 I Own Anthropic in My Roth IRA https://www.quantitativefinancialstrategies.com/blogs/our-insights/even-billionaires-target-10-after-tax 2026-02-19T14:00:31-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Chamath.jpg?v=1771527631 Even Billionaires Target 10% After Tax https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-most-time-tested-tax-aware-wealth-strategy 2026-02-20T14:24:44-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-02-20_at_11.53.09_AM.png?v=1771615484 The Most Time-Tested Tax-Aware Wealth Strategy https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-10m-lesson-in-concentration-risk 2026-02-21T09:05:40-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0439.jpg?v=1771682740 A $10M Lesson in Concentration Risk https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-we-reduce-income-taxes-for-7-figure-w-2-earners-video 2026-02-22T10:41:40-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_8762.jpg?v=1771774900 How We Reduce Income Taxes for 7-Figure W-2 Earners (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/if-your-portfolio-isn-t-reducing-your-taxes-it-s-working-against-you 2026-02-23T09:05:50-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/WATERSHOTS_OCTOBER_18_-_25-294_bb005fa0-5b6e-4889-817b-9e8f0cdcf7e0.jpg?v=1771855550 If Your Portfolio Isn’t Reducing Your Taxes, It’s Working Against You https://www.quantitativefinancialstrategies.com/blogs/our-insights/buffett-s-edge-is-gone 2026-02-24T10:06:06-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Buffett_s_Alpha.png?v=1771945566 Buffett’s Edge Is Gone https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-better-way-to-borrow 2026-02-25T09:23:09-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-02-25_at_6.52.08_AM.png?v=1772029389 A Better Way to Borrow https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-30x-your-money-with-michael-saylor 2026-02-26T11:28:51-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-02-26_at_8.25.06_AM.png?v=1772123331 How To 30x Your Money (With Michael Saylor) https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-truth-about-the-ai-buildout-video 2026-02-27T10:10:03-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-02-27_at_7.52.27_AM.png?v=1772205003 The Truth About the AI Buildout (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-transition-from-stocks-to-real-estate-tax-efficiently 2026-02-28T09:47:19-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-02-28_at_7.24.11_AM.png?v=1772290039 The Case for Rebalancing From Stocks to Real Estate https://www.quantitativefinancialstrategies.com/blogs/our-insights/30m-portfolio-2m-of-income-massive-missed-opportunity 2026-03-01T10:22:54-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-dbaler-3770757.jpg?v=1772378574 $30M Portfolio. $2M of Income. Massive Missed Opportunity. https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-most-alternative-investments-don-t-belong-in-taxable-accounts 2026-03-02T09:13:33-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_3848.jpg?v=1772460813 Why Most “Alternative Investments” Don’t Belong in Taxable Accounts https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-put-private-equity-inside-a-roth-ira 2026-03-03T09:25:05-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Tax_Free_PE.png?v=1772547905 How to Put Private Equity Inside a Roth IRA https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-reduce-taxes-when-selling-your-business 2026-03-04T09:24:52-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/1000_F_117313395_o7VxcKl3vTDgZj75cFR5Ou8jBEJvtL8Y_15cfa60f-c83a-4ff3-ab95-00f491c3b36a.jpg?v=1772634292 How to Reduce Taxes When Selling Your Business https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-biggest-threat-to-your-wealth-isn-t-the-market 2026-03-05T07:21:17-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/PIMCO.jpg?v=1772713277 The Biggest Threat to Your Wealth Isn’t the Market https://www.quantitativefinancialstrategies.com/blogs/our-insights/if-you-could-eliminate-taxes-on-one-thing 2026-03-06T09:16:16-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/about_banner_bg.jpg?v=1772806576 If You Could Eliminate Taxes on ONE Thing… https://www.quantitativefinancialstrategies.com/blogs/our-insights/most-portfolios-create-taxes-the-best-ones-reduce-them 2026-03-07T09:50:33-05:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/TA_Investing-3.png?v=1772895033 Most Portfolios Create Taxes. The Best Ones Reduce Them. https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-private-credit-hot-take-nobody-wants-to-say-out-loud 2026-03-08T10:55:19-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-03-08_at_8.49.05_AM.png?v=1772981719 A Private Credit Hot Take Nobody Wants to Say Out Loud https://www.quantitativefinancialstrategies.com/blogs/our-insights/is-private-credit-the-next-financial-crisis-video 2026-03-09T15:50:14-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image-4.png?v=1773085814 Is Private Credit the Next Financial Crisis? (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-oil-spikes-can-trigger-recessions 2026-03-10T12:45:29-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/images-3.jpg?v=1773161129 Why Oil Spikes Can Trigger Recessions https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-evolution-of-taxable-investing 2026-03-12T10:37:24-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Taxable_investing.png?v=1773326244 The Evolution of Taxable Investing https://www.quantitativefinancialstrategies.com/blogs/our-insights/buying-real-estate-just-got-much-easier 2026-03-13T09:14:33-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_8895.jpg?v=1773407673 Buying Real Estate Just Got Much Easier https://www.quantitativefinancialstrategies.com/blogs/our-insights/from-one-big-bet-to-a-diversified-machine 2026-03-14T14:57:35-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Diversification.png?v=1773514655 From One Big Bet to a Diversified Machine https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-we-invest-in-ai-companies-from-roth-iras 2026-03-15T13:16:45-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/3b0ce5da844b454d85f4538162bb70f749dc5877-5760x4146.webp?v=1773595005 Why We Invest in AI Companies From Roth IRAs https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-taxable-investor-s-guide 2026-03-16T18:35:42-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-03-16_at_3.24.12_PM.png?v=1773700542 The Taxable Investor’s Guide https://www.quantitativefinancialstrategies.com/blogs/our-insights/qfs-featured-in-bloomberg 2026-03-17T15:24:54-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-03-17_at_11.18.09_AM.png?v=1773775494 QFS Featured in Bloomberg! https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-broker-who-traded-my-great-grandmother-s-fortune-away 2026-03-18T10:52:34-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/broker_vs_fiduciary_visual.png?v=1773845554 The Broker Who Traded My Great-Grandmother’s Fortune Away https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-lazy-investor-who-outperforms-most 2026-03-19T18:42:49-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Index-Funds-vs-Active-Management-Illustrated-Comparison.png?v=1773960169 The “Lazy” Investor Who Outperforms Most https://www.quantitativefinancialstrategies.com/blogs/our-insights/tax-the-rich-until-there-are-none-left 2026-03-20T13:59:20-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/1755783791833_f22cd80d-5d0e-4a02-9837-0fbad0bd042a.jpg?v=1774029560 Tax the Rich… Until There Are None Left https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-build-a-31m-roth-ira-balance 2026-03-21T10:45:37-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Big_Roth.jpg?v=1774104337 How to Build a $31m Roth IRA Balance https://www.quantitativefinancialstrategies.com/blogs/our-insights/tax-aware-hedge-funds-faqs-video 2026-03-22T10:38:34-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Editing_Assets_47.png?v=1774190314 Tax-Aware Hedge Funds FAQs (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/if-your-portfolio-is-creating-taxes-it-s-not-optimized 2026-03-23T09:55:26-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/TA_Portfolio.png?v=1774274126 If Your Portfolio Is Creating Taxes… It’s Not Optimized https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-expensive-is-a-tax-aware-long-short-sma 2026-03-24T07:36:11-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-03-24_at_4.59.55_AM.png?v=1774352171 How Expensive Is a Tax-Aware Long/Short SMA? https://www.quantitativefinancialstrategies.com/blogs/our-insights/keep-more-of-your-spacex-ipo 2026-03-26T09:11:38-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-03-25_at_7.44.52_PM.png?v=1774530698 Keep More of Your SpaceX IPO https://www.quantitativefinancialstrategies.com/blogs/our-insights/same-client-completely-different-outcome 2026-03-27T11:40:08-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-03-27_at_7.40.40_AM.png?v=1774626008 Same Client. Completely Different Outcome. https://www.quantitativefinancialstrategies.com/blogs/our-insights/trying-to-explain-tax-strategy-to-otis 2026-03-28T10:33:32-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_3661.jpg?v=1774708412 Trying to Explain Tax Strategy to Otis https://www.quantitativefinancialstrategies.com/blogs/our-insights/my-mom-s-cancer-changed-my-risk-tolerance 2026-03-29T09:55:59-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_1693.jpg?v=1774792559 “My Mom’s Cancer Changed My Risk Tolerance” https://www.quantitativefinancialstrategies.com/blogs/our-insights/building-the-right-team-at-qfs 2026-03-30T13:40:30-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_Team_Photo.png?v=1774892430 Building the Right Team at QFS https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-i-d-tackle-a-12m-ira-tax-bomb 2026-03-31T08:51:28-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IRA_Image.png?v=1774961488 How I’d Tackle a $12M IRA Tax Bomb https://www.quantitativefinancialstrategies.com/blogs/our-insights/one-more-quarter-at-our-5m-minimum 2026-04-01T07:41:21-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-04-01_at_5.36.23_AM.png?v=1775043681 One more quarter at our $5M minimum https://www.quantitativefinancialstrategies.com/blogs/our-insights/if-you-love-your-kids-dont-leave-them-a-traditional-ira 2026-04-02T10:18:37-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Roth_IRA.png?v=1775139517 If You Love Your Kids, Don't Leave Them a Traditional IRA https://www.quantitativefinancialstrategies.com/blogs/our-insights/exclusive-deal-flow-is-usually-a-red-flag 2026-04-03T11:40:34-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-04-02_at_2.24.46_PM.png?v=1775230834 “Exclusive Deal Flow” Is Usually a Red Flag https://www.quantitativefinancialstrategies.com/blogs/our-insights/we-re-buying-a-cricket-team 2026-04-04T10:25:29-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Royal-Challengers-Bengaluru-1.jpg?v=1775312729 We’re Buying a Cricket Team https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-most-common-outcome-for-a-single-stock-is-100 2026-04-05T09:23:29-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-04-05_at_7.04.11_AM.png?v=1775395409 The Most Common Outcome for a Single Stock Is -100% https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-tax-code-is-a-playbook 2026-04-07T09:19:12-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_3908.jpg?v=1775567952 The Tax Code Is a Playbook https://www.quantitativefinancialstrategies.com/blogs/our-insights/tax-season-is-our-super-bowl 2026-04-08T12:49:37-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Tax_Planning_Photo.jpg?v=1775666977 Tax Season Is Our Super Bowl https://www.quantitativefinancialstrategies.com/blogs/our-insights/buy-low-sell-high-do-it-tax-free 2026-04-09T10:36:35-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-04-09_at_8.28.17_AM_618b2dfa-7dda-40f9-b973-1b1a3c0cf4e8.png?v=1775745395 Buy Low. Sell High. Do It Tax-Free. https://www.quantitativefinancialstrategies.com/blogs/our-insights/this-is-why-money-management-isn-t-enough 2026-04-10T11:18:32-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_4233.jpg?v=1775834312 This Is Why “Money Management” Isn’t Enough https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-the-vanderbilts-lost-everything 2026-04-11T08:50:15-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/1731435633130.png?v=1775911815 Why the Vanderbilts Lost Everything https://www.quantitativefinancialstrategies.com/blogs/our-insights/what-we-re-doing-with-a-25m-portfolio-in-california 2026-04-13T09:30:15-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/DJI_0032.jpg?v=1776087015 What We’re Doing With a $25M Portfolio in California https://www.quantitativefinancialstrategies.com/blogs/our-insights/3-ways-to-pay-less-in-taxes-next-year 2026-04-14T07:50:45-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/taxes-meme-3.jpg?v=1776167445 3 Ways to Pay Less in Taxes Next Year https://www.quantitativefinancialstrategies.com/blogs/our-insights/your-ira-could-become-a-tax-nightmare 2026-04-15T08:28:13-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/ap8pxx_516476b9-edef-4989-9048-352763e1b7c6.jpg?v=1776256093 Your IRA Could Become a Tax Nightmare https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-prepare-for-a-dollar-collapse-video 2026-04-16T09:20:40-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image-5.png?v=1776345640 How to Prepare for a Dollar Collapse (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/tax-aware-investing-requires-greater-scrutiny-not-less 2026-04-17T09:43:41-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image-6.png?v=1776433421 Tax-Aware Investing Requires Greater Scrutiny, Not Less https://www.quantitativefinancialstrategies.com/blogs/our-insights/what-picking-up-trash-in-ibiza-has-to-do-with-a-10m-portfolio 2026-04-18T09:22:10-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/5402daa55efc3cd33d845795ab6a5f29ae0657d7-1200x800.jpg?v=1776518530 What Picking Up Trash in Ibiza Has to Do With a $10M+ Portfolio https://www.quantitativefinancialstrategies.com/blogs/our-insights/from-tax-deferral-to-permanent-avoidance 2026-04-19T09:48:27-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/apl0y5.jpg?v=1776606507 From Tax Deferral to Permanent Avoidance https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-i-m-willing-to-pay-2-and-20 2026-04-20T12:15:21-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/apo8et.jpg?v=1776701721 Why I’m Willing to Pay 2 and 20 https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-best-financial-tax-strategies-for-military-members 2026-04-21T13:00:00-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Duty-img1.jpg?v=1776790800 The Best Financial & Tax Strategies for Military Members https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-400lb-pig-named-charlie 2026-04-22T09:45:39-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_5075.jpg?v=1776865539 A 400lb Pig Named Charlie https://www.quantitativefinancialstrategies.com/blogs/our-insights/where-the-best-talent-wants-to-work 2026-04-25T09:42:33-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/WATERSHOTS_OCTOBER_18_-_25-303.jpg?v=1777124553 Where the Best Talent Wants to Work https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-problem-with-concentrated-stock-positions-video 2026-04-26T12:59:50-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image-7.png?v=1777222790 The Problem With Concentrated Stock Positions (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/diversifying-a-20m-farmland-portfolio 2026-04-27T12:39:27-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/farm-scene.jpg?v=1777307967 Diversifying a $20M Farmland Portfolio https://www.quantitativefinancialstrategies.com/blogs/our-insights/compounding-works-best-when-you-don-t-interrupt-it 2026-04-28T06:57:28-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-04-28_at_4.10.19_AM.png?v=1777373848 Compounding Works Best When You Don’t Interrupt It https://www.quantitativefinancialstrategies.com/blogs/our-insights/instead-of-a-6-mortgage-do-this 2026-04-29T13:41:26-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/homebuying_family-425x283.jpg?v=1777484486 Instead of a 6% Mortgage, Do This https://www.quantitativefinancialstrategies.com/blogs/our-insights/selective-opportunity-for-1-2-advisors 2026-04-30T08:00:00-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/HD_2.png?v=1777550400 Selective Opportunity for 1–2 Advisors https://www.quantitativefinancialstrategies.com/blogs/our-insights/this-strategy-changed-my-life 2026-05-01T09:23:14-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/0e395822-4356-4711-8630-61afd8b837b8_1600x1658_c905e486-9173-4b1a-ba29-cecb1042ca60.webp?v=1777641794 This Strategy Changed My Life https://www.quantitativefinancialstrategies.com/blogs/our-insights/our-first-tax-aware-preferred-equity-distributions-just-hit 2026-05-02T09:21:05-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-04-30_at_5.16.21_AM.png?v=1777728065 Our First Tax-Aware Preferred Equity Distributions Just Hit https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-beauty-of-tax-loss-harvesting 2026-05-04T13:04:42-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_1217.jpg?v=1777914282 The Beauty of Tax Loss Harvesting https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-opportunity-in-marinas 2026-05-06T09:40:25-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-04-18_at_7.54.48_AM.png?v=1778074825 The Opportunity in Marinas https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-we-built-a-100m-ria-in-under-2-years 2026-05-07T13:34:48-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Logo_Transparency-1.png?v=1778175288 How We Built a $100M+ RIA in Under 2 Years https://www.quantitativefinancialstrategies.com/blogs/our-insights/keep-the-public-mag-7-in-taxable-accounts-and-the-private-mag-7-in-retirement-accounts 2026-05-08T08:35:17-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-05-08_at_6.12.22_AM.png?v=1778243717 Keep the Public Mag 7 in Taxable Accounts and the Private Mag 7 in Retirement Accounts https://www.quantitativefinancialstrategies.com/blogs/our-insights/here-s-why-i-d-rather-invest-in-a-cricket-team-than-an-nfl-team 2026-05-09T13:04:14-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/RCB_Instagram_landscape_1080.jpg?v=1778346254 Here’s Why I’d Rather Invest in a Cricket Team Than an NFL Team https://www.quantitativefinancialstrategies.com/blogs/our-insights/your-appreciated-portfolio-is-probably-more-useful-than-you-think 2026-05-10T09:10:11-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-sonia-mk-855866760-34341379.jpg?v=1778418611 Your Appreciated Portfolio Is Probably More Useful Than You Think https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-avoid-getting-crushed-by-depreciation-recapture 2026-05-11T10:58:22-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/depreciationrecapture.asp-final-a75cf82254d74d5fa3bfbf0ec4e34c4d.png?v=1778511502 How to Avoid Getting Crushed by Depreciation Recapture https://www.quantitativefinancialstrategies.com/blogs/our-insights/title-one-of-the-best-ways-to-diversify-beyond-the-stock-market 2026-05-15T10:36:29-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-05-13_at_6.53.36_PM_38ee83d3-815d-4479-9e0d-560a0083e977.png?v=1778855789 Title: One of the Best Ways to Diversify Beyond the Stock Market https://www.quantitativefinancialstrategies.com/blogs/our-insights/private-markets-are-not-the-place-to-cut-corners 2026-05-16T09:20:19-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-05-13_at_6.16.30_AM.png?v=1778937619 Private Markets Are Not the Place to Cut Corners https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-5m-ira-problem 2026-05-17T10:24:04-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image-8.png?v=1779027844 The $5M IRA Problem (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-tax-advantages-of-manufactured-home-communities 2026-05-18T09:50:05-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_MHC_slide-1.jpg?v=1779112205 The Tax Advantages of Manufactured Home Communities https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-we-love-sub-institutional-real-estate 2026-05-19T09:01:21-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-zetong-li-880728-33175688.jpg?v=1779195681 Why We Love Sub-Institutional Real Estate https://www.quantitativefinancialstrategies.com/blogs/our-insights/3-tax-planning-strategies-for-a-3m-income-year 2026-05-20T15:07:37-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_5295.jpg?v=1779304057 3 Tax Planning Strategies for a $3M Income Year https://www.quantitativefinancialstrategies.com/blogs/our-insights/an-alternative-to-6-75-mortgage-rates 2026-05-21T08:27:13-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/108309179-17792088521779208849-46048624481-1080pnbcnews.jpg?v=1779366433 An Alternative to 6.75% Mortgage Rates https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-retire-from-stock-picking-tax-efficiently 2026-05-22T08:33:28-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-05-22_at_6.03.08_AM.png?v=1779453208 How to Retire From Stock Picking Tax Efficiently https://www.quantitativefinancialstrategies.com/blogs/our-insights/what-q1-2026-really-taught-us-about-private-credit-risk 2026-05-23T13:26:44-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-05-05_at_2.07.45_PM.png?v=1779557204 What Q1 2026 Really Taught Us About Private Credit Risk https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-a-9-return-in-california-might-only-really-be-5-6 2026-05-24T09:34:30-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_Tax_Drag_9_vs_6.png?v=1779629670 Why a “9% Return” in California Might Only Really Be 5-6% https://www.quantitativefinancialstrategies.com/blogs/our-insights/stop-asking-this-question 2026-05-25T12:30:58-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/asobla.jpg?v=1779726658 Stop Asking This Question https://www.quantitativefinancialstrategies.com/blogs/our-insights/you-can-be-more-but-you-re-enough-already 2026-05-26T11:40:44-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Chris_Williamson_Quote_Landscape.png?v=1779810044 You Can Be More, But You’re Enough Already https://www.quantitativefinancialstrategies.com/blogs/our-insights/i-worked-at-pimco-your-financial-advisor-is-not-a-portfolio-manager 2026-05-27T15:03:09-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Advisors.jpg?v=1779908589 I Worked at PIMCO. Your Financial Advisor Is Not a Portfolio Manager. https://www.quantitativefinancialstrategies.com/blogs/our-insights/i-just-spoke-to-someone-with-a-20m-portfolio-in-one-stock 2026-05-28T11:52:15-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/NVDA_Portfolio.png?v=1779983535 I Just Spoke to Someone With a $20M Portfolio in One Stock https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-1m-investment-could-create-nearly-5m-of-tax-savings 2026-05-29T09:00:32-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-05-29_at_5.27.03_AM_9c1468a6-1a8a-4224-9dd0-0eaa36f6e373.png?v=1780059632 A $1M Investment Could Create Nearly $5M of Tax Savings https://www.quantitativefinancialstrategies.com/blogs/our-insights/tax-aware-long-short-crystal-meth-and-minivans 2026-05-30T12:19:28-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0755.jpg?v=1780157968 Tax-aware long-short, Crystal Meth, and Minivans https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-tax-aware-investing-fails-without-real-financial-planning 2026-05-31T12:11:08-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/deduction_order_of_operations.jpg?v=1780243868 Why “Tax‑Aware” Investing Fails Without Real Financial Planning https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-we-re-getting-paid-to-deploy-claude-into-the-real-world 2026-06-01T10:09:03-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/mid_market_ai_gap.jpg?v=1780322943 How We’re Getting Paid to Deploy Claude Into the Real World https://www.quantitativefinancialstrategies.com/blogs/our-insights/what-happens-when-you-combine-nua-351-exchanges-and-box-spreads 2026-06-02T09:07:36-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/atbvwt.jpg?v=1780405656 What Happens When You Combine NUA, 351 Exchanges, and Box Spreads? https://www.quantitativefinancialstrategies.com/blogs/our-insights/optimizing-a-15m-portfolio-in-california 2026-06-03T09:19:10-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-06-03_at_6.59.50_AM.png?v=1780492750 Optimizing a $15M Portfolio in California https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-secret-to-creating-synthetic-equity 2026-06-04T08:45:56-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_MHC_slide-6.jpg?v=1780577156 The Secret to Creating Synthetic Equity https://www.quantitativefinancialstrategies.com/blogs/our-insights/when-stocks-always-go-up-fails-a-brief-history-of-markets-getting-wiped-out 2026-06-05T09:22:09-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/black_tuesday_instagram_1080x1080_c9c77399-eb5f-4b1a-ad5c-3508e6afa84c.jpg?v=1780665729 When “Stocks Always Go Up” Fails: A Brief History of Markets Getting Wiped Out https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-founders-can-potentially-turn-the-qsbs-exemption-into-200m 2026-06-06T09:01:45-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-06-06_at_6.53.24_AM.png?v=1780750905 How Founders Can Potentially Turn the QSBS Exemption Into $200M+ https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-borrow-against-your-portfolio-more-efficiently-video 2026-06-07T10:37:21-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image-9.png?v=1780843041 How to Borrow Against Your Portfolio More Efficiently (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-airtrunk-is-our-best-risk-adjusted-ai-investment 2026-06-08T13:15:00-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/kutydc882nmdaqf0mfje-2.jpg?v=1780938900 Why AirTrunk Is Our Best “Risk‑Adjusted” AI Investment https://www.quantitativefinancialstrategies.com/blogs/our-insights/we-re-selling-spacex-openai-and-anthropic-after-they-ipo 2026-06-09T08:28:49-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/G9m3P7NXsAArsEV.jpg?v=1781008129 We’re Selling SpaceX, OpenAI, and Anthropic After They IPO https://www.quantitativefinancialstrategies.com/blogs/our-insights/san-francisco-rents-are-up-22-and-we-re-capitalizing-on-it 2026-06-10T10:42:33-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-06-06_at_1.28.31_PM.png?v=1781102553 San Francisco Rents Are Up 22% And We’re Capitalizing On It https://www.quantitativefinancialstrategies.com/blogs/our-insights/your-bond-yield-doesnt-have-to-be-taxes-as-income 2026-06-11T09:56:37-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-06-11_at_7.48.19_AM_be4ca4c9-64a9-4a28-98ff-d278b24b375c.png?v=1781186197 Your Bond Yield Doesn't Have to Be Taxed as Income https://www.quantitativefinancialstrategies.com/blogs/our-insights/direct-indexing-has-two-superpowers 2026-06-12T09:10:46-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-06-12_at_7.01.44_AM.png?v=1781269846 Direct Indexing Has Two Superpowers https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-i-put-spacex-in-my-roth-ira 2026-06-13T08:50:32-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-06-13_at_6.18.57_AM.png?v=1781355032 Why I Put SpaceX in My Roth IRA https://www.quantitativefinancialstrategies.com/blogs/our-insights/he-sold-his-business-for-17m-in-california-now-he-s-scrambling 2026-06-14T10:18:39-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-rdne-8438186.jpg?v=1781446719 He Sold His Business for $17M in California. Now He’s Scrambling. https://www.quantitativefinancialstrategies.com/blogs/our-insights/should-you-tax-loss-harvest-a-stock-you-love 2026-06-15T09:34:49-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/audn52.jpg?v=1781530489 Should You Tax‑Loss Harvest a Stock You Love? https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-first-stock-i-ever-bought-was-chipotle-and-it-4x-d 2026-06-16T08:52:26-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_1813.jpg?v=1781614346 The First Stock I Ever Bought Was Chipotle — And It 4x’d https://www.quantitativefinancialstrategies.com/blogs/our-insights/some-tax-tips-specific-to-california-residents 2026-06-17T09:49:04-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/WATERSHOTS_OCTOBER_18_-_25-881.jpg?v=1781704144 Some Tax Tips Specific to California Residents https://www.quantitativefinancialstrategies.com/blogs/our-insights/if-your-advisor-gets-paid-more-for-one-product-than-another 2026-06-18T12:31:45-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_2159_593227c4-cb2b-418f-a348-00a62a0f5bcd.jpg?v=1781800305 If Your Advisor Gets Paid More for One Product Than Another… https://www.quantitativefinancialstrategies.com/blogs/our-insights/google-and-blackstone-just-created-a-25b-ai-infrastructure-company 2026-06-19T09:35:09-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Google_BX_JV.jpg?v=1781876109 Google and Blackstone Just Created a $25B AI Infrastructure Company https://www.quantitativefinancialstrategies.com/blogs/our-insights/this-simple-mistake-could-cost-you-20-million 2026-06-20T08:35:55-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/visual.jpg?v=1781958955 This Simple Mistake Could Cost You $20+ Million https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-fathers-words 2026-06-21T16:42:48-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-06-21_at_2.35.48_PM.png?v=1782074568 A Father's Words https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-1031-exchange-of-stock-portfolios-you-ve-probably-never-heard-of 2026-06-22T09:25:24-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/section351.jpg?v=1782134724 The 1031 Exchange of Stock Portfolios You’ve Probably Never Heard Of https://www.quantitativefinancialstrategies.com/blogs/our-insights/you-don-t-know-me-son 2026-06-23T09:16:01-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0671.jpg?v=1782220561 You Don’t Know Me, Son https://www.quantitativefinancialstrategies.com/blogs/our-insights/should-you-invest-or-pay-down-a-6-5-mortgage 2026-06-24T09:38:01-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/scale_visual.png?v=1782308281 Should You Invest or Pay Down a 6.5% Mortgage? https://www.quantitativefinancialstrategies.com/blogs/our-insights/update-on-microstrategy-mstr 2026-06-25T09:26:26-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0835.jpg?v=1782393986 Update on MicroStrategy $MSTR https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-17-million-portfolio-upgrade 2026-06-26T09:50:15-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/tax_buckets.png?v=1782481815 The $17 Million Portfolio Upgrade https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-art-before-the-deal 2026-06-27T09:31:20-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/gst_trust_chart.png?v=1782567080 The Art Before the Deal https://www.quantitativefinancialstrategies.com/blogs/our-insights/every-symbol-on-the-dollar-tells-a-story 2026-06-29T16:26:00-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/s-l1200.jpg?v=1782764760 Every Symbol on the Dollar Tells a Story https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-second-order-ai-trade 2026-06-30T09:45:59-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/INV_TopUtilitiesStocks_GettyImages-1316185179-4cf0bff797c441f8b9b886adbd90fc64.jpg?v=1782827159 The Second-Order AI Trade https://www.quantitativefinancialstrategies.com/blogs/our-insights/qfs-turns-two-today 2026-07-01T10:15:26-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/qfs_2year_flag.jpg?v=1782915326 QFS Turns Two Today https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-30-50-60-rule-of-charitable-giving 2026-07-02T10:04:32-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/qfs_charitable_chart.jpg?v=1783001072 The 30/50/60 Rule of Charitable Giving https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-5-levels-of-tax-strategy-video 2026-07-03T10:59:09-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image-10.png?v=1783090749 The 5 Levels Of Tax Strategy (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-i-hold-jersey-mike-s-in-my-roth-ira 2026-07-04T09:39:48-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/JMKE.jpg?v=1783172388 Why I Hold Jersey Mike’s in My Roth IRA https://www.quantitativefinancialstrategies.com/blogs/our-insights/when-the-kids-don-t-want-to-be-landlords 2026-07-05T09:14:42-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/qfs_1031_flow.jpg?v=1783257282 When the Kids Don’t Want to Be Landlords https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-shrink-a-large-ira-tax-bill 2026-07-06T09:10:16-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_RMD_7M_IRA_California.jpg?v=1783343416 How to Shrink a Large IRA Tax Bill https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-assets-that-divide-families 2026-07-07T12:33:56-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_Easy_vs_Hard_Estate_Assets.jpg?v=1783442036 The Assets That Divide Families https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-i-ll-never-own-municipal-bonds 2026-07-08T08:06:27-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_4_vs_10_Percent_30yr.jpg?v=1783512387 Why I’ll Never Own Municipal Bonds https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-craziest-prenup-clauses 2026-07-09T09:07:19-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/aw883k.jpg?v=1783602439 The Craziest Prenup Clauses https://www.quantitativefinancialstrategies.com/blogs/our-insights/my-review-of-a-50m-portfolio 2026-07-10T13:43:11-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_Private_Credit_vs_Tax_Aware_HF_9b503a89-a9c5-46af-a68a-a8dc4a176277.jpg?v=1783705391 My Review of a $50M Portfolio https://www.quantitativefinancialstrategies.com/blogs/our-insights/most-retail-private-investment-products-are-garbage 2026-07-11T12:26:55-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_Fund_Structure_Comparison.jpg?v=1783787215 Most Retail Private Investment Products Are Garbage https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-much-stock-market-risk-do-you-actually-have 2026-07-12T08:42:28-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_60-40_Risk_Exposure_Post.jpg?v=1783860148 How Much Stock Market Risk Do You Actually Have? https://www.quantitativefinancialstrategies.com/blogs/our-insights/who-you-marry-can-change-your-tax-bill 2026-07-13T13:47:27-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/awiucv.jpg?v=1783964847 Who You Marry Can Change Your Tax Bill https://www.quantitativefinancialstrategies.com/blogs/our-insights/there-are-only-2-ways-to-own-hedge-funds-as-a-taxable-investor 2026-07-15T16:06:14-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_7038.jpg?v=1784145974 There Are Only 2 Ways to Own Hedge Funds As a Taxable Investor https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-biggest-advantage-in-private-investing 2026-07-16T11:03:01-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Ode.png?v=1784214181 The Biggest Advantage in Private Investing https://www.quantitativefinancialstrategies.com/blogs/our-insights/trump-accounts-could-create-multi-million-dollar-roth-iras 2026-07-19T08:48:41-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/images-7.jpg?v=1784465321 Trump Accounts could create multi-million dollar Roth IRAs. https://www.quantitativefinancialstrategies.com/blogs/our-insights/same-income-different-outcome 2026-07-20T09:05:29-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/soccer.jpg?v=1784552729 Same Income, Different Outcome https://www.quantitativefinancialstrategies.com/blogs/our-insights/governor-hochul-is-fighting-yesterday-s-data-centers 2026-07-21T10:03:05-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/images-8.jpg?v=1784642585 Governor Hochul Is Fighting Yesterday’s Data Centers https://www.quantitativefinancialstrategies.com/blogs/our-insights/long-short-direct-indexing-isn-t-a-thing 2026-07-22T09:31:14-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Generated_image_1.png?v=1784727074 “Long/Short Direct Indexing” Isn’t a Thing https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-prepare-for-the-next-market-crash-so-you-can-buy-when-others-panic 2026-07-23T09:45:48-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/bear_markets_since_wwii.jpg?v=1784814348 How to Prepare for the Next Market Crash (So You Can Buy When Others Panic) https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-same-tool-can-be-brilliant-or-dangerous 2026-07-24T08:16:09-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-07-24_at_6.03.46_AM.png?v=1784895369 Should You Use a Portfolio Loan to Buy Real Estate? https://www.quantitativefinancialstrategies.com/blogs/our-insights/once-you-hit-this-number-the-irs-takes-40-video 2026-07-25T13:12:11-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Thumbnails_4_5763fd1a-4151-4e76-bd25-7d9ef4db2c79.png?v=1784999531 Once You Hit This Number, The IRS Takes 40% (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/taxalphamaxxing 2026-07-26T11:02:42-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0796.jpg?v=1785078162 Taxalphamaxxing https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-investors-are-cutting-their-mortgage-rate-using-their-portfolio 2026-07-27T09:56:25-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_8895_7f1bda34-6f51-4fce-b594-c5b430a730e2.jpg?v=1785160585 How Investors Are Cutting Their Mortgage Rate Using Their Portfolio https://www.quantitativefinancialstrategies.com/blogs/our-insights/you-should-be-happy-you-re-paying-taxes-is-terrible-advice-for-10m-investors 2026-07-28T09:38:20-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Generated_image_1_1.png?v=1785245900 “You Should Be Happy You’re Paying Taxes” Is Terrible Advice for $10M+ Investors https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-hardest-part-of-this-job-isnt-the-lost-business 2026-07-29T08:10:42-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image-11.png?v=1785327042 The Hardest Part of This Job Isn't the Lost Business https://www.quantitativefinancialstrategies.com/blogs/our-insights/youre-looking-at-investments-the-wrong-way 2026-07-30T08:34:02-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/axre1p.jpg?v=1785414842 You're Looking at Investments the Wrong Way https://www.quantitativefinancialstrategies.com/blogs/our-insights/im-invested-in-over-400-private-companies-in-my-roth-ira 2026-08-01T11:14:21-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-08-01_at_9.08.10_AM.png?v=1785597261 I'm Invested in Over 400 Private Companies in My Roth IRA https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-prepare-for-the-next-market-crash-video 2026-08-02T15:31:49-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Thumbnails_19.png?v=1785699109 How to Prepare for the Next Market Crash (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/synthetic-vpf-one-of-the-most-powerful-tools-for-concentrated-stock-positions 2026-08-03T11:48:16-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-08-03_at_9.35.47_AM.png?v=1785772096 Synthetic VPF: One of the Most Powerful Tools for Concentrated Stock Positions https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-do-you-give-your-kids-millions-without-giving-them-control-at-18 2026-08-04T09:23:11-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Crummey-Trusts-2560-x-1442-px.png?v=1785849791 How Do You Give Your Kids Millions... Without Giving Them Control at 18? https://www.quantitativefinancialstrategies.com/blogs/our-insights/do-you-already-own-private-equity-through-the-s-p-500 2026-08-05T10:03:57-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0988_2.png?v=1785938637 Do You Already Own Private Equity… Through the S&P 500? https://www.quantitativefinancialstrategies.com/blogs/our-insights/we-took-the-dealers-promo-rate-then-switched-to-a-box-spread 2026-08-06T18:11:16-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/car.jpg?v=1786054276 We Took the Dealer's Promo Rate… Then Switched to a Box Spread https://www.quantitativefinancialstrategies.com/blogs/our-insights/before-you-sell-appreciated-stock 2026-08-07T14:36:45-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_7989.jpg?v=1786127805 Before You Sell Appreciated Stock... https://www.quantitativefinancialstrategies.com/blogs/our-insights/new-to-private-equity-read-this-first 2026-08-08T11:40:45-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS-PE-Carousel-Slide1.jpg?v=1786203645 New to Private Equity? Read This First. https://www.quantitativefinancialstrategies.com/blogs/our-insights/ca-resident-w-21m-portfolio 2026-08-09T16:27:02-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-stephen-leonardi-587681991-35076216.jpg?v=1786307222 CA Resident w $21m Portfolio https://www.quantitativefinancialstrategies.com/blogs/our-insights/67-year-old-physician-14m-net-worth-18-months-from-retirement 2026-08-10T10:16:21-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS-CaseStudy-1200x628_1.jpg?v=1786371381 67‑Year‑Old Physician, $14M Net Worth, 18 Months From Retirement https://www.quantitativefinancialstrategies.com/blogs/our-insights/when-one-spouse-has-real-estate-professional-status-the-game-changes 2026-08-11T11:01:29-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/reps-01.jpg?v=1786460489 When One Spouse Has Real Estate Professional Status, The Game Changes https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-high-income-founders-look-at-cash-balance-plans 2026-08-12T09:46:30-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-08-12_at_7.40.54_AM.png?v=1786542390 Why High-Income Founders Look At Cash Balance Plans https://www.quantitativefinancialstrategies.com/blogs/our-insights/one-of-the-most-powerful-tax-rules-in-real-estate 2026-08-13T10:46:32-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-08-13_at_8.39.03_AM.png?v=1786632392 One of the Most Powerful Tax Rules in Real Estate https://www.quantitativefinancialstrategies.com/blogs/our-insights/one-of-the-most-tax-efficient-investments-ever-created 2026-08-14T09:01:49-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS-TaxDrag-LinkedIn-1080x1350.jpg?v=1786712509 One of the Most Tax-Efficient Investments Ever Created https://www.quantitativefinancialstrategies.com/blogs/our-insights/they-grew-their-family-business-from-roughly-50m-to-300m-in-revenue 2026-08-15T12:21:16-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Generated_image_1_3.png?v=1786810876 They Grew Their Family Business From Roughly $50M to $300M in Revenue. https://www.quantitativefinancialstrategies.com/blogs/our-insights/18-000-of-federal-income-tax-on-more-than-1-million-of-income-and-gains-case-study 2026-08-16T13:34:07-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-samuss-9320207_f091f14b-54d1-4457-9b8b-591f408b8954.jpg?v=1786901647 $18,000 of Federal Income Tax on More Than $1 Million of Income and Gains (Case Study) https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-tap-your-concentrated-stock-for-cash-without-triggering-a-massive-tax-bill 2026-08-17T14:53:37-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-08-17_at_12.41.02_PM.png?v=1786992817 How To Tap Your Concentrated Stock For Cash Without Triggering A Massive Tax Bill https://www.quantitativefinancialstrategies.com/blogs/our-insights/when-i-worked-at-pimco-we-made-fun-of-financial-advisors 2026-08-18T08:57:43-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/PIMCO_3c64cd1e-5dd9-4aaa-b39b-60d56c140232.jpg?v=1787057863 When I Worked at PIMCO, We Made Fun of Financial Advisors https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-biggest-investing-mistake-nobody-talks-about 2026-08-19T09:32:07-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/tax-drag-post-light.png?v=1787146327 The Biggest Investing Mistake Nobody Talks About https://www.quantitativefinancialstrategies.com/blogs/our-insights/how-to-diversify-concentrated-stock-without-selling 2026-08-20T09:05:53-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Thumbnails_38.png?v=1787231153 How to Diversify Concentrated Stock Without Selling https://www.quantitativefinancialstrategies.com/blogs/our-insights/this-collar-kept-upside-to-over-2x-while-limiting-downside-to-20 2026-08-21T08:28:38-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-08-19_at_7.51.49_PM.png?v=1787315318 This Collar Kept Upside to Over 2x While Limiting Downside to 20% https://www.quantitativefinancialstrategies.com/blogs/our-insights/some-real-estate-produces-far-more-depreciation-than-others 2026-08-22T09:26:59-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/depreciation-post-light.png?v=1787405219 Some Real Estate Produces Far More Depreciation Than Others https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-real-estate-professionals-are-some-of-my-favorite-clients 2026-08-23T08:41:02-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/depreciation-post-light_903f922a-6a90-4b44-8b5b-cdbd12d90da6.png?v=1787488862 Why Real Estate Professionals Are Some of My Favorite Clients https://www.quantitativefinancialstrategies.com/blogs/our-insights/sometimes-concentration-creates-wealth-diversification-helps-preserve-it 2026-08-24T14:57:31-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-08-24_at_9.55.28_AM.png?v=1787597851 Sometimes concentration creates wealth. Diversification helps preserve it. https://www.quantitativefinancialstrategies.com/blogs/our-insights/before-we-talk-about-taxes 2026-08-29T14:47:49-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/pexels-vincent-gerbouin-445991-1167021.jpg?v=1788029269 Before We Talk About Taxes... https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-1-investing-advice-i-give-young-people 2026-08-31T17:06:13-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/time-vs-returns-post.png?v=1788210373 The #1 Investing Advice I Give Young People https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-biggest-tax-loss-harvesting-mistake 2026-09-01T13:27:46-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/tlh-post.png?v=1788283666 The Biggest Tax-Loss Harvesting Mistake https://www.quantitativefinancialstrategies.com/blogs/our-insights/investing-in-california-is-different 2026-09-02T11:58:59-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/WATERSHOTS_OCTOBER_18_-_25-881_4a202df1-f597-4703-8ef6-4b2f965e5d11.jpg?v=1788364739 Investing in California Is Different https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-351-exchange-video 2026-09-03T07:20:58-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Thumbnails_63.png?v=1788434458 The 351 Exchange (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/hours-of-unspectacular-preparation 2026-09-05T12:42:47-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/IMG_0226.jpg?v=1788626567 Hours of Unspectacular Preparation https://www.quantitativefinancialstrategies.com/blogs/our-insights/lane-kiffins-reaction-to-tax-alpha 2026-09-07T11:11:22-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/images-12_6ee1b866-3f38-45fe-9c7b-8945f0acb09d.jpg?v=1788793882 Lane Kiffin's Reaction to Tax Alpha https://www.quantitativefinancialstrategies.com/blogs/our-insights/before-starbucks-was-starbucks 2026-09-08T09:24:58-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/images-13.jpg?v=1788873898 Before Starbucks Was Starbucks https://www.quantitativefinancialstrategies.com/blogs/our-insights/rethinking-diversification 2026-09-10T09:32:49-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/3_948790a9-5c0a-4973-b62c-6c5b92f953dd.png?v=1789047169 Rethinking Diversification https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-private-equity-partner-playbook 2026-09-11T08:02:40-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/images-14.jpg?v=1789128160 The Private Equity Partner Playbook https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-etf-that-made-700-then-lost-96-overnight 2026-09-12T20:17:11-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/XIV-Volatility-ETF-2010-2018.png?v=1789258631 The ETF That Made 700%... Then Lost 96% Overnight https://www.quantitativefinancialstrategies.com/blogs/our-insights/should-you-invest-in-hedge-funds-video 2026-09-13T18:52:35-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/image-12.png?v=1789339955 Should You Invest in Hedge Funds? (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-private-credit-panic-that-never-came 2026-09-15T10:21:49-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/BDC.jpg?v=1789482109 The Private Credit Panic That Never Came https://www.quantitativefinancialstrategies.com/blogs/our-insights/concentrated-stock-solutions 2026-09-16T10:16:11-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_Concentrated_Stock_Scorecard_1.png?v=1789568171 Concentrated Stock Solutions https://www.quantitativefinancialstrategies.com/blogs/our-insights/sophisticated-roth-conversions 2026-09-20T10:44:37-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_Roth_JCurve_Graphic_1.png?v=1789915477 Sophisticated Roth Conversions https://www.quantitativefinancialstrategies.com/blogs/our-insights/box-spread-loans-podcast-feature 2026-09-21T18:02:17-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Spread_School.jpg?v=1790028137 Box Spread Loans (PODCAST FEATURE) https://www.quantitativefinancialstrategies.com/blogs/our-insights/dont-let-mortgage-rates-stop-you-from-buying 2026-09-22T09:48:41-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/images-15.jpg?v=1790084921 Don't Let Mortgage Rates Stop You From Buying https://www.quantitativefinancialstrategies.com/blogs/our-insights/the-best-tax-planning-happens-before-the-gain-except-this-one 2026-09-23T12:13:12-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Screenshot_2026-09-23_at_9.46.34_AM.png?v=1790179992 The Best Tax Planning Happens Before the Gain... Except This One https://www.quantitativefinancialstrategies.com/blogs/our-insights/why-private-equity-matters-more-than-ever 2026-09-24T10:16:05-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/images-3.png?v=1790259365 Why Private Equity Matters More Than Ever https://www.quantitativefinancialstrategies.com/blogs/our-insights/box-spread-loan-considerations 2026-09-25T09:42:25-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Riverside-Snapshot.jpg?v=1790343745 Box Spread Loan Considerations https://www.quantitativefinancialstrategies.com/blogs/our-insights/20m-synthetic-vpf-case-study-video 2026-09-26T12:28:04-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Thumbnails_-_2026-09-26T010535.208.png?v=1790440084 $20M Synthetic VPF Case Study (VIDEO) https://www.quantitativefinancialstrategies.com/blogs/our-insights/expand-your-efficient-frontier 2026-09-27T15:07:47-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_Private_Credit_Graphic.png?v=1790536067 Expand Your Efficient Frontier https://www.quantitativefinancialstrategies.com/blogs/our-insights/treasuries-yield-5-2-should-you-sell-stocks 2026-09-28T11:41:46-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/QFS_Treasury_Yield_Chart.png?v=1790610105 Treasuries Yield 5.2%. Should You Sell Stocks? https://www.quantitativefinancialstrategies.com/blogs/our-insights/forget-the-7-30yr-mortgage 2026-09-29T10:19:51-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/mortgage_vs_box_spread.png?v=1790691591 Forget the 7% 30yr Mortgage https://www.quantitativefinancialstrategies.com/blogs/our-insights/a-smarter-way-to-invest-after-selling-your-business 2026-10-04T09:57:23-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/qfs-tlh-qof-linkedin_1.png?v=1791122243 A Smarter Way to Invest After Selling Your Business https://www.quantitativefinancialstrategies.com/blogs/our-insights/sophisticated-roth-conversion-strategy-video 2026-10-05T13:50:18-04:00 weekly https://cdn.shopify.com/s/files/1/0864/0580/8375/articles/Thumbnails_-_2026-10-04T203117.518.png?v=1791222618 Sophisticated Roth Conversion Strategy (VIDEO)