The fact that you can only use 3k in excess losses is ridiculous. It’s been that level for decades. Should raise that amount to 15-20k and that...
2% appearing fake? No what I am referring to specifically is a client that had an existing portfolio with 2MM in unrealized gains. Moved the...
Tesla will be fine. Anyone want to wager on what the stock price will be by 1/1/2027? That’s 22 months approximately. I’d put the over/under at...
This implies you tried to get me banned by saying you might be retarded. Should I have stated it in absolute terms instead of using maybe?
With direct indexing, at least Natixis that I’ve used, they are able to get the portfolio to a tracking error of under 1% by just selling the...
Have a client for instance with a mid 7 figures taxable account. Unrealized gains of approximately 4MM (mix of long and short term). Moves into...
Did she check for a hernia?
True. If you have all your funds in qualified accounts then this isn’t an issue for you.
If you are ok getting the index returns then you pay 30-35 bps for the direct indexing and harvest losses. The savings that I’ve seen clients...
Yes. Goldman has a product. Also Natixis is one I’ve used a good bit of with great results.
What I’m referring to is buying an index ETF or a mutual fund. When you go to sell you only have one option; sell a portion and realize cap gains....
No turtlenecks and I’m more of a Busch Light kinda fella
You may be retarded.
I don’t trade a lot. I simply play with options. I completely agree that most would be way better off buying simple index ETFs and holding. Now it...
I was simply making a joke. Warren Buffet is considered by common folks (incorrectly) to be the best investor ever. I’m confident in my knowledge...
Is Buffet all cash? Not even close. He’s trimmed positions and added to a number of positions. Equities still make up the largest part of...
He hit his brother over the head with a guitar. He stole from his sisters and threatened them and their families with bodily harm. They chose to...
The guy isn’t in my family. If he was I’d get him Baker Acted and force his meds on him. Then maybe an involuntary hold for treatment. The guy...
I’m already invested in the market. It’s a fools game to go all in and all out of the market. No one can time it. If you miss just the best 5 days...
Stocks tumble…..from an all time closing high just Wednesday. Man you can tell who isn’t an investor in this crowd. You folks convinced the market...
