Avoid This Tax Mistake: Treasury Income is State-Exempt

by Brian Jacobs | Feb 18, 2025 | Blog, Investment Concepts

With Treasury yields at multi-year highs, many investors are turning to Treasury-focused ETFs, money market funds, and broad bond index funds to capture attractive returns. However, a common tax reporting issue could cost you: misreported Treasury distributions. If...

Leveraged ETFs: The Hidden Costs of Volatility Drag

by Brian Jacobs | Feb 10, 2025 | Blog, Investment Concepts

Daily leveraged ETFs aim to magnify the returns of an underlying asset or index, often by 2x or -2x the daily return. While appealing for short-term trading, their mechanics often lead to lower long-term returns despite higher risk. Inspired by Corey Hoffstein’s...

Meme Coins: Speculation vs. Real Wealth Creation

by Brian Jacobs | Jan 22, 2025 | Blog, Investment Concepts

Cryptocurrency has transformed from a niche innovation into a cultural phenomenon, with Bitcoin emerging as the original and most widely recognized digital asset. In its wake, meme coins—cryptocurrencies often driven by popularity rather than intrinsic value—have...

Better Investing: Five Lessons from 2024 You Shouldn’t Ignore

by Brian Jacobs | Jan 7, 2025 | Blog, Investment Concepts

As we’ve closed the books on 2024, reflecting on the year’s investment landscape offers valuable insights for navigating what lies ahead. From identifying opportunities within U.S. equities to rethinking bonds, embracing options strategies, and prioritizing liquidity,...

Bitcoin: Wealth Creation or Wealth Transfer?

by Brian Jacobs | Dec 9, 2024 | Blog, Investment Concepts

Bitcoin remains one of the most polarizing topics in finance. On one side, crypto enthusiasts celebrate its revolutionary potential; on the other, fundamental analysts caution against its speculative nature. Let’s step into a hypothetical debate between a Crypto Bull...