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Insights

Small Rooftop Solar System

Rooftop solar is a fixed-income alternative yielding ~15%

Fixed-income investors face a challenging environment. Traditional bonds struggle to keep pace with inflation. Meanwhile, residential solar panels can quietly deliver double-digit returns for homeowners who view them through an investment lens. A solar installation

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Dollar bills going down the a storm drain

Hidden mutual fund fees to avoid

Many mutual fund investors pay more in fees than they realize. These costs come directly out of investment returns, reducing an 8% gain to 7% or less. The difference compounds over time, significantly affecting long-term

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Doing Taxes by Hand

Tax planning for equity compensation in 2025

Equity compensation has become a cornerstone of modern employment packages. Yet most people struggle with the tax implications. The rules are complex. The stakes are high. Poor planning can cost thousands of dollars. The 2025

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Dollar bills going down the a storm drain

Hidden mutual fund fees to avoid

Many mutual fund investors pay more in fees than they realize. These costs come directly out of investment returns, reducing an 8% gain to 7%