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No Taxation Without…
As a financial planner, I spend a lot of time thinking about taxes. So heading into ...
You’re Living Longer Than My Planning Software Allows
The Age 100 Assumption As I’ve been going through my annual State of the Union meetings ...
Tax Alpha: The Most Overlooked Investment
In investing, “alpha” refers to excess returns. Few opportunities may offer more of it than thoughtful ...
Spider-Man Gets a Brokerage Account
Quentin has been wearing a Spider-Man costume every day for the past four weeks. We picked ...
The 4 Tiers of the Liquidity Ladder
I was recently reading an article that referenced Pledged Asset Lines (PALs). Familiar with these? A ...
The Vanderbilt Problem: Why Wealth Rarely Lasts
You’ve probably heard the saying: “Shirtsleeves to shirtsleeves in three generations.” The phrasing changes across cultures ...
Against Nihilism: Finding Meaning in a Noisy World
Spend enough time online and it’s hard not to notice the cultural shift. Younger generations are ...
Real Returns Are All That Matter
In 1980, a certificate of deposit (CD) briefly yielded nearly 19%. Just imagine that offer today: a risk-free 19% ...
How Much to Spend on Your Health
While camping over Labor Day Weekend, I shared with my brother-in-law yet another supplement I was ...
Rethinking Education Funding in the Age of AI
College planning used to feel pretty straightforward. Save into a 529, borrow if you have to, ...
Becoming a Supple Leopard: Why Longevity Lives in the Middle of the Strength-Flow Spectrum
A leopard is a rare combination of raw power and effortless grace. As Manny taught me ...
Sports Betting: The House Always Wins
I got a call a couple months back from a close friend: “Yo, remember Steve from college? He ...
One Big, Beautiful Bill: 9 Key Provisions (+ Macro Concerns)
At the time of this writing (July 4th, right before I step away for vacation!), the ...
Playing It Safe Might Be the Riskiest Thing You Do
We often frame risk tolerance as merely a portfolio question: “How much volatility can you stomach?” ...
Hormesis: The Science of Doing Hard Things for a Longer, Stronger Life
We live in the most convenient time in human history. With a tap on your phone, ...