Cap Gains + Elimination of Carried Interest on the 1%
So we got a little lucky yesterday, noting that more income taxes were coming for the 1% and that the carried interest tax loophole was...
Making the Top 1% Its Own Tax Class
Update, April 29, 2021: This turned out to be more correct than I would have guessed, with a few of these assumptions...
Shifting Balance of Power?
A massive shift is occurring in the labor market today, one that has been misinterpreted by economists of all stripes: On...
Accessing Losses via Direct Indexing
To hear an audio spoken word version of this post, click here. In 2019, Ritholtz Wealth...
Year End Portfolio Changes For an Unusual Year
Year-End Portfolio Tweaks for an Unusual Year What not to do with your investments and taxes is just as important as what to do....
BBRG: Year-End Portfolio Tweaks for an Unusual Year
Year-End Portfolio Tweaks for an Unusual Year What not to do with your investments and taxes is just as important as what to do....
Flux: Wealth in the United States
Middle Class Now Holds Less Wealth than Top 1 Percent Note: Income groups are defined by usual income, a measure of family income where...
Not the Crisis, but the Reaction
The 2010s Were an Economic Tragedy Source: Slate A regular source of fascination for me is trying to suss out causative...
Last Minute Tax Changes That Can Save You $1,000s
Bill Sweet is CFO of RWM. He is a triple threat: CFO, with an expertise in tax planning and financial planning. He is invaluable to our...
