We recently had an internal team vote about whether Seinfeld or Schitt’s Creek did a better job humorously highlighting a common misunderstanding around how tax write-offs work (Seinfeld won). In both shows, characters very wrongly assume that a tax write off just means you spend...
One of the lessons I’ve learned—and keep learning—as a financial advisor is the importance of asking good questions. But in my early days, I asked a lot of mediocre ones. High on the list was this classic: “When do you want to retire?” I asked it...
As you have likely seen by now, the new tax bill (commonly called The One Big Beautiful Bill) has passed both chambers of Congress and been signed into law by the President. Ryan has previously touched on the draft bill here and here. A few items...
A few weeks ago, I wrote about the G.O.P. tax bill that had recently cleared the House. It contained a provision scheduled to go into effect in 2026 that would create what are called "Trump Accounts" (The House bill called them "MAGA Accounts," but the...
Last summer I sort of obliquely touched on my hatred of online sports betting, but as the problem has only gotten worse and I have only gotten more disturbed by it, here is a more direct attempt: The meteoric rise of FanDuel and DraftKings is...
To know me is to know how much I love dogs. We have an almost 8-year-old Brittany named Ollie and love him dearly. Baker and Graham are obsessed with him too, and one of my main parenting goals is complete – to raise dog lovers!...
One of the easiest ways to connect with someone is to ask what they’re reading. It often leads to unexpected insights, good recommendations, and great conversation. So, as summer kicks off, we thought we’d give you a peek at what a few of us here...
There was an early 2000s TV show on Discovery Channel called It Takes a Thief - the premise being that two former thieves show homeowners how easy it is to break into homes by literally breaking into their homes while they watch. Surprisingly, this reality show concept...
The G.O.P. has put forth the framework of a tax bill designed to extend the tax cuts President Trump enacted during his first term. The Tax Cut and Jobs Act (TCJA), passed in November of 2017, was a significant restructuring of the tax code: standard...
If you are in the market for some excitement and exoticism in your boring old 401(k), then boy was this a good week of headlines for you. First there was Basic Capital building a product that allows leverage within 401(k)s, and then there was Empower beginning to...
