August 15, 2025 The Tax Benefits of ETFs: How Exchange-Traded Funds Boost After-Tax Returns In today's market, investors are inundated with choices: mutual funds, ETFs, SMAs, hedge...
July 22, 2025 Routine Rebalancing: The Boring Strategy That Quietly Builds Wealth Same investments. Smarter discipline. Better outcomes. Welcome back to The Boring Investments...
July 21, 2025 Asset Placement: The Overlooked Strategy That Quietly Boosts After-Tax Returns Same investments. Different accounts. Drastically different tax bills. Welcome to the Hidden...
July 18, 2025 Tax-Loss Harvesting: The Boring Strategy That Quietly Beats the Market Lost money in the market? Good. That might sound strange coming from a financial planner—but...
July 16, 2025 The VIP Wealth Investment Framework: Tax-Efficient, Rational, Results-Driven VIP Wealth Advisors: Investment Strategy for High-Earning Professionals, Founders & Families
July 15, 2025 The SALT Torpedo: Why High Earners Could Owe 45% on Just $100K of Income Let’s talk about a little tax landmine buried in Trump’s new 2025 tax bill—the so-called...
July 14, 2025 Don't Trust Your 1099-B: How to Report RSU Sales Correctly on Your Tax Return Understand IRS Forms 1099-B and 8949 Before You File When your RSUs vest and turn into...
July 11, 2025 The Dopamine Tax: Why Smart Investors Mistake Gambling for Strategic Risk The Economics of Gambling: Why High Earners Mistake Risk for Strategy Picture this: You're...
July 10, 2025 Unlocking Bonus Depreciation with the §481(a) Adjustment Real estate investors often assume the biggest tax breaks come when you buy a new property,...
July 7, 2025 Avoiding Capital Gains on Concentrated Stock: Use a Charitable Remainder Trust If you've worked at a tech company, university, or research institution for several years,...
July 3, 2025 100% Bonus Depreciation Is Back - But Timing Is Everything 100% Bonus Depreciation Is Back! - But Only If You Know This IRS Form Most real estate...
July 2, 2025 1031 vs 721 vs QOZ: How to Defer or Eliminate Capital Gains 1031s, 721s, and QOZs: Which Is Right for You? If you're sitting on significant capital...
