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Trey Thoelcke

The Easiest Way to Bet on US Cannabis Is This One ETF

One ETF promises to hand cautious investors a clean shot at the U.S. cannabis trade without the chaos of OTC accounts and illiquid tickers, but the plumbing inside this fund is far stranger than…

Trey Thoelcke · 4 months ago

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 · 4 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 · 4 months ago