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Beware of Borrowing That Helps Your Advisor, Not You

Advisor Perspectives

Margin loan recommendations are often presented by brokers as tax-savvy strategies that allow clients to access “tax-free” cash while keeping their portfolios intact. In many cases, however, the math benefits the advisor more than the investor.

Math 59
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At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. To help us unpack all of this and what it means for your portfolio Let’s bring in Meb Faber He’s the founder and chief investment officer of Cambria. Perhaps they have some founder stock from a startup.

Taxes 130
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Know Thyself

Getting Your Financial Ducks In A Row

These studies show that, given a choice between an annuity with a monthly income and an investment portfolio structured to provide the same sort of returns over time, if we’re near retirement we choose the annuity seven times out of ten. There’s no shame in admitting that factor – for a lot of us, math can be very tough.

Math 144
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Hedge Simplicity With A Little Complexity

Random Roger's Retirement Planning

In my ongoing quest to redefine portfolio construction, I've mentioned labeling asset classes based on their attributes versus just their proper names like growth which could include more than just equities or inflation protected which could include more than just TIPS and so on. We talk frequently about portfolios being relatively simple.

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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

The Big Picture

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 130
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Three Things – Weekend Reading

Discipline Funds

We’d have to tax ~85% of imports to cover that, but that would also reduce imports so it’s unrealistic and the basic math doesn’t come close to working. A 60/40 portfolio is a 12 year instrument in my methodology. That presented me with the perfect chance to explain to her who Freddie Mercury and Queen were.

Taxes 102
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Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025]

Harness Wealth

In today’s dynamic economy, millions have embraced a diverse portfolio of income streamsfrom traditional employment to creative side hustles, equity compensation, and investment ventures. Self-employment tax calculations and considerations When examining the math behind self-employment taxes , the total 15.3%

Taxes 52