Everything by Marc.

Personal Finance

A $1.3 Million 401(k) Triggers a $19,800 Tax Bomb in Year One. Here’s How to Cut It in Half

Jul 1, 2026 Investing

MTUM Investors: Watch Micron’s Weight at the November Reconstitution

Jul 1, 2026 Investing

This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question

Jul 1, 2026 Personal Finance

Why a $50,000 401(k) Loan at 50 Could Quietly Cost You $100,000 by Retirement

Jun 30, 2026 Investing

IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics

Jun 30, 2026 Personal Finance

$1.6 Million 401(k) at 62: The Roth Conversion Strategy That Saves $145,000 in Taxes

Jun 30, 2026 Personal Finance

Have a $1.7 Million 401(k) and Entering Retirement? Make Sure You Do This Now

Jun 30, 2026 Personal Finance

Make Sure You Calculate Your 401(k) RMD Before IRMAA Surcharges Hit Your Medicare

Jun 29, 2026 Investing

Tesla’s 10% Weight in ARKK Sets Up a Make-or-Break Year for the Innovation ETF

Jun 29, 2026 Personal Finance

Why High Earners With $900,000 in Their 401(k) Are Missing Out on $47,500 of Tax-Free Growth Annually

Jun 29, 2026 Personal Finance

RMD Tax Trap: How $122,000 in 401(k) Withdrawals Can Cost You $42,000 in IRMAA Surcharges Alone

Jun 29, 2026 Investing

What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure

Jun 29, 2026 Personal Finance

The $1 Million 401(k) Withdrawal Strategy That Doubles Your Annual Payout Before Age 59.5

Jun 24, 2026 Personal Finance

The Mega Backdoor Roth Strategy That Turned $28,300 Annual Contributions Into $750,000 in Six Years

Jun 24, 2026 Investing

The 2 Signals That Will Determine IBIT’s Next 12 Months

Jun 24, 2026 Personal Finance

Hospital Executives Are Quietly Stacking a Second 401(k) Plan and Saving $40,000 in Taxes

Jun 24, 2026 Personal Finance

Before You Retire: Update Your 401(k) Beneficiary or Watch $600,000 Go to Your Ex-Spouse

Jun 23, 2026 Investing

If the Fed Cuts Again, IEFA Could Rally Further. Here’s Your Monitoring Checklist.

Jun 23, 2026 Personal Finance

The 401(k) Vesting Cliff That Cost a 59-Year-Old $74,000: Make Sure You Know Your Timeline

Jun 23, 2026 Investing

Two Catalysts Could Trigger Massive IWM Gains Before Year-End, or Signal a Sharp Reversal

Jun 23, 2026