I recently attended the Basis Northwest Conference in Seattle, which centered around tax-aware investments and how the landscape is changing. About 30 years ago, ETFs were the hot new thing. But as wealth continues…
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How High Earners Hold a Hot IPO
IPOs and the excitement surrounding them tend to bring out investors’ emotional biases. Fear of missing out on big potential gains, excitement over the “hot stock” everyone’s talking about, or the optimistic belief that…
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What Should Your Alternative Investments Be Doing at Tax Time?
When a prospect brings me a portfolio to review, one of the first things I look at is how their alternative investments interact with their specific tax situation. The same strategy can produce very…
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Should AI Have a Say in How You Manage Your Wealth?
Lately, I’ve caught myself reaching for AI on all sorts of everyday things. Drafting a quick email. Mapping out a trip. Getting a rough first take on a question before I dig into it…
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What the Wealthiest Investors Actually Do With Their Money
Most people assume the ultra-wealthy invest differently than everyone else. They do, but not in the way you’d expect. There’s no secret strategy, no hidden asset class, no single move that explains it. The…
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Why Smart Investors Look Past the Fee Break in Private Equity
Every so often, a client will call me excited about a new private equity opportunity. Often, the conversation leads to something along the lines of: “If I get in early, they’ll reduce the fee….
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Beyond NVIDIA: How to Invest in the Infrastructure Powering AI
If you’ve been watching AI dominate headlines and wondering whether you’re positioned to actually benefit from it, you’re not alone. Most high-income investors have exposure to AI through a handful of large-cap tech stocks….
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What Successful Families Know About Turning Wealth Into a Generational Legacy
You’ve outearned your parents. Probably your grandparents, too. But here’s the uncomfortable truth: the skills that build wealth aren’t the same ones that preserve it across generations. There’s an old saying that captures this…
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The Tax Benefits of Private Markets Most Investors Don’t Know About
Most investors think of private markets as a way to diversify beyond stocks and bonds. That’s true, but for high-income earners, the more compelling reason to pay attention may actually be the tax advantages….
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The Hidden Tax Problem With Maxing Out Your 401(k) as a Top Earner
You’ve worked hard to get here. A high income, a growing portfolio, and the discipline to max out your 401(k) every year. By most measures, you’re doing everything right. But here’s a question worth…
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