My favorite quote on taxes comes from Morgan Stanley… “You must pay taxes, but there’s no law that says you have to leave a tip.”…
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How Advisors Saddle Clients with Massive Tax Bills
Tapping $100,000 of Retirement Income Tax Free
Minimizing taxable income in retirement is an Olympic sport for financial advisors. Roth conversions, charitable giving, asset location, tax-free bonds, being mindful of IRMAA brackets, etc. These are all part of a sound, comprehensive financial plan. There’s a lesser-known lever...
read more5 Of The Biggest Mistakes Investors Make
“The most common market take can be described as “person who didn’t see this coming is now 100% confident about what happens next.” – Morgan…
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Investors Are Making a Massive Bet (and don’t know it)
“The border between brilliance and stupidity is hard to discern.” – William Green, author of Richer, Wiser, Happier Many investors are placing a massive bet…
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Paid to Quit Social Media
“A study of happiness found that social media use ranked dead last, out of twenty-seven different tracked leisure activities, in making people happy.” – Scott…
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The Next Crisis
“Predicting what the world will look like fifty years from now is impossible. But predicting that people will still respond to greed, fear, opportunity, exploitation,…
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Where Inflation Actually Comes From
“Only government can take perfectly good paper, cover it with perfectly good ink, and make the combination worthless.” – Milton Friedman on money printing and…
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When Did Pessimism Become Cool?
“We were told this summer would see a recession and bear market. Instead, we just had one of the best summer rallies ever.” – Ryan…
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The Fed’s Odd Rate Cut
“There’s nothing people love more than a Federal Reserve joke.” – Adam McKay, American screenwriter After months of speculation, markets have fully priced in a…
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Bitcoin’s Crazy Train
“I’m going off the rails of the crazy train.” – Ozzy Osbourne Bitcoin (BTC) started as an obscure experiment. The polarizing digital asset has barreled…
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