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Everything Shaun has written, newest first.
Article · 1 min read
When Rate of Return is Useless
There is ZERO point in getting excited about a good rate of return, if you don’t plan the taxes out.
Sep 1, 2026 · Taxes
Article · 2 min read
"Active” vs. “Passive” Investing
We believe in an combination: *Passive stock market investment (because let's be honest, you can't beat the stock market by playing the stock market) *Active, outside the stock market (investments like real estate, data centers, and energy production of the future)
Aug 27, 2026 · Investing
Article · 1 min read
I don’t want to lose a friend over this…”
This week I had a free consult with someone who has $3.5 million at a big-box firm. His advisor?A good friend....
Aug 20, 2026 · Advisors & Fees
Article · 1 min read
Taxes After 250 Years
The American Revolution was sparked by taxes. Farmers challenged the most powerful empire in the world—not over politics or land—but...
Aug 18, 2026 · Taxes
Article · 2 min read
AI is the Train and Data Centers are the Tracks
You’ve seen the headlines:Amazon. Microsoft. Meta.Laying off thousands… while pouring billions into AI. But here’s the truth:AI doesn’t run on...
Aug 13, 2026 · Investing
Article · 2 min read
When Your Advisor is Your Friend
This week I had a free consult with someone who has $3.5 million at a big-box firm. His advisor?A good...
Aug 11, 2026 · Advisors & Fees
Article · 1 min read
Eating What We Cook
Would you eat at a restaurant where the chef won’t touch the food? Would you invest your money into something...
Aug 7, 2026 · Advisors & Fees
Article · 1 min read
Opportunity Zones
How do you avoid capital gains taxes—and help a community in need at the same time? Here’s the good news:...
Aug 5, 2026 · Taxes
Article · 1 min read
Aligned Interests
Previously I talked about the patience premium. The idea that the investments that are hardest to buy and sell have...
Jul 29, 2026 · Investing
Article · 2 min read
Your Old Tax Returns Could Save You Thousands
I've talked before about how most financial advisors don't actually do tax planning... But what do I really mean by...
Jul 10, 2026 · Taxes
Article · 2 min read
The Retirement Death Spiral [Part 2 of 2]
I previously mentioned the retirement death spiral. Retirement income often doesn't keep up with expenses, so your only option is...
Jul 7, 2026 · Retirement
Article · 2 min read
The Retirement Death Spiral [Part 1 of 2]
The typical retirement portfolio is built on a 60/40 split. 60% stocks.40% bonds. For decades, this was considered the "safe"...
Jul 6, 2026 · Retirement
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