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Trey Thoelcke

The Case for Holding VT in Your Roth IRA

A globally diversified equity ETF with a modest 1.6% yield seems like an unlikely candidate for prime Roth real estate, but one overlooked tax mechanic quietly turns a decades-long position into a six-figure decision…

Trey Thoelcke · 3 months ago

The Case for Holding QQQM in a Roth IRA

QQQM barely pays a dividend, so most investors assume the Roth math is trivial. They are missing the place where the real tax bill hides.

Trey Thoelcke · 3 months ago

Netflix’s Next Act: Beyond Streaming

Netflix shares have shed nearly half their value over the past year, and management is betting on advertising, live events, and gaming to reignite growth. Whether those bets are paying off fast enough is…

Trey Thoelcke · 3 months ago