A quick note on tariffs: Over the past few weeks, I’ve been putting together my quarterly call for clients. The...
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At the Money: Deferring Capital Gains on Appreciated Equity. (December 4, 2024) Are you holding large, concentrated equity...
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At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner...
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Earlier this year, I gave my first presentation since the pandemic began. I discussed all of the many ways we hurt ourselves...
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The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs,...
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This week, we speak with Gary D. Cohn, former director of the National Economic Council. He is an internationally...
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This MoneyShow episode is now out from behind the paywall. Previously: Biggest Mistakes of UHNW Investors (October...
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Who is to blame for the rampant inflation the United States (and the entire world) have been experiencing over the past 12...
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One year ago today, I published a longish post on the advantages of direct indexing via tax loss harvesting (TLH). It...
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Of all the ill-advised, misguided nonsense Congress peddles on a daily basis, I cannot identify any more foolish than their...
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