Direct Indexing: 3 Great Use Cases for High Net Worth Investors
Due to its potential tax efficiencies, direct indexing can make sense for many investors. Here's what to know, including potential downsides.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Due to its potential tax efficiencies, direct indexing can make sense for many investors. Here's what to know, including potential downsides.
Let’s journey back in time and discover how and why a tech enthusiast thought it'd be a good idea to spend 10,000 Bitcoin for some pizza.
There are bad ways to spend your HSA, good ways to spend it, and great ways to spend it. Let's discuss how we decided to spend our HSA.
Answering listener questions about comparing REITs and syndications, how to spot red flags in private deals before you commit your money, and how to avoid PMI when buying a home.
An interview with FPL's Amanda Harrell, where we talk through how to handle a 401(k) rollover without blowing up your Backdoor Roth IRA, whether direct indexing is really worth it, and what to think about when setting up a 401(k) as a practice owner.
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Preparing for a bear market is critical. Because we know that another one will be coming along at some point, whether we like it or not.
Talking in depth about index fund investing, and answering listener questions about handling inheritances from your parents and making smart tax moves around withholding, estimated payments, and capital gains.
Since we can actually start using Trump accounts, aka 530a accounts, on July 4, 2026, let's talk about what we actually know about them.
It's worth parsing Dave Ramsey's recent discussion of the Bogleheads and then talk about what both parties get right.
On the scale of active to passive real estate investing, turnkey properties are in the middle. They could be a great spot for your portfolio.
Answering listener questions about how they can make smarter use of Roth accounts and tax-efficient retirement strategies and how they can think about reducing future RMDs.
Due to the outperformance of the Magnificent 7 stocks the last few years, are total stock market index funds no longer legally diversified?
Answering listener questions about whether it makes sense to sell a legacy investment for a lower-cost option and how to think through that tax tradeoff, how to choose tax lots in a taxable account, and whether MYGAs are a bond alternative.
In my portfolio, I use a small value tilt—an overweighting toward stocks that are small and value-oriented. Is that still a good idea?
You don't need to be the smartest doctor in the room to understand how to get more into your retirement accounts. But I'll explain it anyway.
Medical school may not have taught you about money, but we will.
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