Everything by Marc.

Investing

KBWD’s 12 Percent BDC Yield Comes From Loaning to Companies the Big Banks Refuse to Touch

May 29, 2026 Investing

AGQ Promises 2x Silver, But Beta Slippage Has Eaten Most of Silver’s Recent Surge

May 29, 2026 Investing

UNG Holds Front Month Natural Gas Futures, And Contango Has Cost Holders 90 Percent Over a Decade Without a Single Price Drop

May 28, 2026 Investing

PLTY Promises Income From Palantir’s Wild Ride, But the 70 Percent Yield Hides a Capital Erosion Problem

May 28, 2026 Investing

ETHA’s Spot Ethereum Promise Hides a Staking Yield It Cannot Pass Through to Holders

May 27, 2026 Investing

FBTC Holds $12 Billion in Bitcoin But Spot ETF Holders Pay Ordinary Income Tax on Forced Distributions Most Have Never Considered

May 27, 2026 Investing

CONL’s 2x Coinbase Bet Has Lost Most of Its Value as COIN Volatility Whipsaws Holders Daily

May 27, 2026 Investing

QYLD’s 12 Percent Yield Has Quietly Eroded NAV by 35 Percent Over a Decade While the Nasdaq Tripled

May 27, 2026 Investing

SOXL Lost 90 Percent in 2022 While Semiconductors Themselves Fell 35 Percent, And the Daily Reset Math Hasn’t Changed

May 26, 2026 Investing

EMB’s 6 Percent Emerging Market Bond Yield Hides Hard Currency Sovereign Default Risk Most Income Investors Have Never Modeled

May 26, 2026 Investing

USO’s Front Month Oil Strategy Has Lagged Crude Oil Itself by Half Since 2014, And the Roll Cost Is the Reason

May 26, 2026 Investing

PDBC Promises Diversified Commodities Without K-1 Tax Forms, But the Workaround Hides a Long Term Roll Cost

May 26, 2026 Personal Finance

How a 401(k) Balance Over $900,000 Quietly Pushes 85 Percent of Social Security Into the Taxable Income Column

May 25, 2026 Personal Finance

A 58 Year Old With $2.2 Million in a 401(k) Has Twelve Years to Execute the Roth Conversion That Saves $315,000 in Lifetime Taxes

May 25, 2026 Personal Finance

The 5 Year Roth Conversion Ladder a 52 Year Old Can Use to Access $40,000 a Year of Retirement Funds Penalty Free at 57

May 25, 2026 Investing

AOR’s 60/40 Allocation Has Lagged a Simple S&P 500 by 60 Points Over a Decade, And Built In Rebalancing Did Not Help

May 25, 2026 Personal Finance

The Hidden 401(k) Tax Bomb That Hits a $1.3 Million Saver With $19,800 in Their First RMD Year

May 24, 2026 Personal Finance

The QLAC Strategy That Lets a 70 Year Old With $2 Million Defer $200,000 of RMDs Until Age 85

May 24, 2026 Personal Finance

The 401(k) to Roth Bracket Filling Strategy That Saves a $300,000 Earner Couple $145,000 in Taxes Over 8 Years

May 24, 2026 Personal Finance

How a Backdoor Roth IRA Adds $7,500 a Year of Roth Wealth for a $300,000 Earner Couple Over the Income Cap

May 24, 2026