7th Anniversary of Tax Cuts and Jobs Act Enactment
P.L. 115-97, An Act to provide for reconciliation pursuant to titles II and V of...
2026
Will AI Replace Financial Advisors?
Here’s an email I recieved recently: I’ve been doing some experiments by taking questions that...
Why Do Rich People Still Borrow Money?
There’s a personal finance cliche that debt is the devil. This makes sense to me...
Talk Your Book: After-Tax Alpha
Posted March 16, 2026 by Ben Carlson Build Your RIA Your Way with Betterment Advisor...
Federal Tax Treatment of Proposed NY Inflation Refunds
Per a December 9, 2024 story at the New York State website, Governor Hochul has...
An Asset-Liability Mismatch – A Wealth of Common Sense
My first job in the industry was working as an analyst for an institutional investment...
21st Century Taxation: Improving Tax Systems
Over the years, we see numerous federal and state tax law changes such as adding...
Animal Spirits: The Perfect Price of Oil
Sponsored Pathways to tomorrow’stax-optimized portfolios Tax optimization has become an essential building block for...
The Worst Asset Class For the Next 5 Years
My colleague Nick Maggiulli posed an interesting question on Twitter recently: A lot of people...
Ignoring the Noise is Impossible
Just ignore the noise! Many a financial advisor has uttered those words over the years....