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The Tax Domino Effect
One financial move can trigger consequences somewhere else. Jeremiah and Nic look at the tax domino effect through Roth conversions, a rental-property sale affecting an ACA subsidy, partial 1031 exchanges and year-end decisions for business owners.
Asset Location: Why Where You Hold Your Investments Matters
Choosing the right investments is only part of the equation. How asset location across taxable, Traditional, and Roth accounts can affect taxes, retirement income, and your financial flexibility over time.
Investing in the AI Data Center Boom
AI requires more than chips and software. Christian McCormick explains how data centers and other private infrastructure investments generate cash flow, where potential returns come from, and the risks investors need to understand.
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