After Turbulent 2020, A Surprisingly Calm Tax Outlook
In this year like no other, looking ahead is preferable to looking back. But while 2020 has been, to put it mildly, tumultuous, things look relatively calm on the tax policy horizon in the short-term...
View ArticleGetting Your Estate Plan In Order
Editor’s Note: This article is adapted from “What Estate Planning Documents Do I Need?”, Chapter 12 of The High Achiever’s Guide to Wealth. Pick up your own copy here to read more on this topic, and...
View ArticleInsuring Your Own Earning Power
Editor’s Note: This article is adapted from “Medical And Disability Insurance,” Chapter 9 of The High Achiever’s Guide to Wealth. Pick up your own copy here to read more on this topic, and many others....
View ArticleCheck Your State’s Rules On PPP Tax Relief
This year business owners and self-employed taxpayers may have reason to remember that Uncle Sam is not the only tax collector around. The way state authorities across the country choose to handle the...
View ArticleBuying Your First Home: Down Payments And Mortgages
Editor’s Note: This is the first of two articles adapted from “Buying A Home,” Chapter 8 of The High Achiever’s Guide to Wealth. Pick up your own copy here to read more on this topic, and many others....
View ArticleReaching For Safe But Illusory Yield
The recent downfall of a short-term funding company and an investment firm may seem to have little in common at first glance. But a closer look suggests that both are indicators that some investors are...
View ArticleTax Complexities Of Cryptocurrencies
Despite its name, cryptocurrency is not currency. That means that crypto enthusiasts may run into unexpected complications when it comes time to give the tax authorities their due. Bitcoin arrived on...
View ArticleNFTs Are Hot, But Not For Timid Buyers
On March 11, a piece of digital art sold at auction for more than $69 million. That sale brought wider attention to the phenomenon of nonfungible tokens, commonly referred to as NFTs. “Everydays: The...
View ArticleBuying Your First Home: Equity, Insurance And Taxes
Editor’s Note: This is the second of two articles adapted from “Buying A Home,” Chapter 8 of The High Achiever’s Guide to Wealth. Pick up your own copy here to read more on this topic and many others....
View ArticleAn Investor’s Guide To SPACs
Even if you do not follow investing news particularly closely, you may have noticed that SPACs are everywhere this spring. Celebrities from Colin Kaepernick to Jay-Z have brought new attention to an...
View ArticleThe Dollar Holds Its Place
The U.S. dollar has begun to recover after weakening relative to other global currencies last year. But worries that the greenback might be in immediate danger of losing its primacy in the world...
View ArticleTake Control Of Debt Repayment
Editor’s Note: This article is adapted from “Spending vs. Saving vs. Debt Repayment,” Chapter 2 of The High Achiever’s Guide to Wealth. Pick up your own copy here to read more on this topic and many...
View ArticleWaiting Watchfully On Capital Gains Taxes
President Joe Biden unveiled his “American Families Plan” in a speech to Congress in April. One component that may have caught investors’ attention is Biden’s favored approach to capital gains taxes....
View ArticleHow To Manage Equity Compensation
Editor’s Note: This article is the first in a two-part series adapted from “Employment Contracts,” Chapter 14 of The High Achiever’s Guide to Wealth. Pick up your own copy here to read more on this...
View ArticleValue Judgments About Values Investing
Many investors want more than long-term growth from their portfolios. A growing class of funds offer investors the opportunity to make investment choices that align with their values – but when it...
View ArticleTaxing Creativity Across State Lines
Many Americans have moved in the past few years in search of a more affordable way of life, while others moved to be closer to family or friends due to the pandemic. Our digitally connected world made...
View ArticleContracts: A Primer For Freelancers
Editor’s Note: This is the second of two articles adapted from “Employment Contracts,” Chapter 14 of The High Achiever’s Guide to Wealth. Pick up your own copy here to read more on this topic and many...
View ArticleSCOTUS Blows The Whistle On College Sports
The debate over amateurism in college athletics is neither new nor over, but a recent Supreme Court decision suggests time may be running out for those who oppose paying student-athletes for their...
View ArticleIs It Luck, Skill Or Both: What A Fund Manager’s Fans Should Consider
Fund manager Cathie Wood has been flying high in recent years, but recent turbulence should remind investors what can happen if they follow her too close to the sun. In 2014 Wood founded ARK Investment...
View ArticleQualified Domestic Trusts And Portability
Love may conquer all in fiction, but in reality, it cannot conquer the Internal Revenue Code. Some married couples may want to consider a qualified domestic trust, or QDOT, to ensure Uncle Sam doesn’t...
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