All Work

Trey Thoelcke

Coca-Cola vs Exxon: Which Blue Chip Won the Decade?

One blue chip quietly compounded dividends for 64 straight years while the other got kicked out of the Dow during a historic crash. A thousand dollars placed in each tells a surprisingly complicated story…

Trey Thoelcke · 2 months ago

The Case for Holding VO in Your Roth IRA

Parking Vanguard's mid-cap ETF in the wrong account could quietly hand a six-figure tax bill to the IRS over a decade. The math behind sheltering VO in a Roth reveals a layered advantage most…

Trey Thoelcke · 2 months ago

The Case for Holding SCHF in Your Roth IRA

Parking an international equity ETF in a taxable account quietly hands the IRS thousands of dollars a year, but moving it into a Roth creates a complication that most investors never see coming.

Trey Thoelcke · 2 months ago

The Truth Behind Rivian’s Insider Selling

Rivian executives sold millions in shares last month, and Reddit is convinced the stock is cooked. But the actual SEC filings point to a very different conclusion about who is truly betting on RIVN…

Trey Thoelcke · 2 months ago

The Case for Holding SMH in a Roth IRA

Semiconductor ETFs have delivered some of the most explosive gains of the past decade, but the account you hold them in determines how much of that growth you actually keep. The difference between the…

Trey Thoelcke · 2 months ago