Notes on tax and investing
Plain-language writing on the decisions that actually move the needle: how taxes interact with your portfolio, when you can realistically retire, and what the evidence says about long-term investing.
Articles
First article coming soon
We're putting together plain-language writing on tax, retirement and investing. In the meantime, the fastest way to get a question answered is to just ask.
5 Costly Tax Mistakes Small Business Owners Make (And How to Avoid Them)
The average successful business owner has most of their net worth tied up in one asset: their business. Yet many unknowingly make tax decisions every year that quietly reduce the lifetime wealth they’ll ultimately realize from the business they’ve spent years building.
The tax bill doesn’t retire when you do
Many people spend decades building retirement savings but devote far less attention to how they’ll withdraw those assets.
Set It. Forget It. Regret It.
Nearly $4.8 trillion — trillion, with a T — sits today in target date and retirement date funds. And a very great deal of it is misallocated.
One Year In
Today marks one year since I left my firm of nearly twenty years to begin Meta Wealth Advisory. It’s the kind of journey no one can truly plan for in advance — and the kind I wouldn’t trade for anything.
January 2026 Semi-Annual Letter to Clients
Welcome to 2026! I’m delighted to share Meta Wealth Advisory’s inaugural insight essay.
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A short, no-obligation conversation about where you are and where you want to be.