Investing Investments Taxes 
The Big Picture
OCTOBER 20, 2023
“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes.
Nerd's Eye View
MAY 17, 2023
that incentivizes saving for these goals for American citizens – namely with tax-advantaged accounts such as 401(k) plans, IRAs, 529 college savings plans, and Health Savings Accounts (HSAs) – can impose hurdles on foreign nationals who rely on them for their own savings needs. However, the system in the U.S.
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Abnormal Returns
DECEMBER 19, 2023
advisorperspectives.com) A history of quant investing and the state of the factor zoo. indexologyblog.com) Inflation makes tax efficiency all the more important. advisorperspectives.com) Can you use alternative measures to invest across countries? Factors Timing returns factors is tempting, but difficult in practice.
The Big Picture
OCTOBER 2, 2023
Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. 10 Quotes That Shaped My Investment Philosophy 1. Being right may be a necessary condition for investment success, but it won’t be sufficient.
Abnormal Returns
OCTOBER 24, 2024
awealthofcommonsense.com) Cash was never meant to be a long-term investment. bonddad.blogspot.com) Tax cuts and tariffs are a recipe for inflation. (freedomdaysolutions.com) Strategy How often do outlier 10-year forecasts turn out? ritholtz.com) Why optimism makes sense over the long run.
Abnormal Returns
OCTOBER 7, 2024
wsj.com) ETFs Cambria and Alpha Architect are teaming up for the Cambria Tax Aware ETF ($TAX). Companies What are the chances that Google ($GOOGL) gets broken up? ft.com) Pfizer ($PFE) has an activist in Starboard Value. wealthmanagement.com) Derivatives-based ETFs are booming, with retail piling in.
Abnormal Returns
JANUARY 10, 2024
thomaskopelman.com) If you get paid by 1099 you need to do more work to manage your tax liabilities. (humbledollar.com) A personal margin of safety allows for less stressful life transitions. awealthofcommonsense.com) Five things you can do with your old 401(k) account. thomaskopelman.com) How Venmo is more than a payment app.
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