The Big Picture » Taxes and Policy

   At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bil...

https://ritholtz.com/2024/01/atm-pay-less-cap-gains/

  Earlier this year, I gave my first presentation since the pandemic began. I discussed all of the many ways we hurt ourselves financially, specifically, the focus was on the 3 biggest mistakes ...

https://ritholtz.com/2023/10/navigating-financial-disasters/

   The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs, is below. You can stream and download our full conversation, inclu...

https://ritholtz.com/2023/10/transcript-gary-cohn/

    This week, we speak with Gary D. Cohn, former director of the National Economic Council. He is an internationally recognized expert on the financial markets, global economy, economic policy...

https://ritholtz.com/2023/09/mib-gary-cohn/

This MoneyShow episode is now out from behind the paywall.       Previously: Biggest Mistakes of UHNW Investors (October 25, 2021)   The post Biggest Mistakes Made by UHNW Investors appear...

https://ritholtz.com/2022/11/uhnw-mistakes-2/

    Who is to blame for the rampant inflation the United States (and the entire world) have been experiencing over the past 12 to 24 months? Which individuals and institutions can we hold accou...

https://ritholtz.com/2022/06/inflation-blame-15/

    One year ago today, I published a longish post on the advantages of direct indexing via tax loss harvesting (TLH). It became one of the most read pieces I wrote last year; RWM advisors foun...

https://ritholtz.com/2022/04/tax-alpha/

    Of all the ill-advised, misguided nonsense Congress peddles on a daily basis, I cannot identify any more foolish than their steadfast refusal to properly fund America’s infrastructure and...

https://ritholtz.com/2021/06/raise-the-damned-gas-tax/

It Took the Democrats Half a Century to Rediscover Trickle-Up Economics While Republicans cling to trickle-down delusions, Biden is reviving a philosophy of growth that the party hasn’t embrace...

https://ritholtz.com/2021/05/rediscovering-trickle-up-economics/

Biden’s $4 Trillion Economic Plan, in One Chart Source: New York Times     This is a pretty big deal, and its hard to judge if it is being recognized as such. i am going down the rabbit holes...

https://ritholtz.com/2021/04/4-trillion-economic-stimulus/