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The Weekly Vest

Maximize Equity, Reduce Taxes, Live Better.

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📈The Weekly Vest: 02/16/2024

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Tax Code: The Internal Revenue Code (tax code) continues to balloon. Meanwhile the tax deadline hasn't budged from April 15th, and there are much more tax professionals retiring versus entering into the industry. While the tax code expansion helps keep the industry afloat, the deadline likely contributes to the...

5 days ago • 1 min read

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Predictions: It's the same story every year. The investment industry spends too much money and time predicting the year ahead, and the market doesn't care. In 12 months we'll most likely share a similar chart. Quote🗣️ You can only predict things after they have happened. - Eugene Lonesco Tweet ✍️ Get caught up on...

19 days ago • 1 min read

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Housing Affordability: Back in the days of low mortgage rates, the primary "focus" of housing for buyers was the sales price. These days, price is a bit of an afterthought as the monthly payment has become the main event. With higher rates, coupled with high prices, the average mortgage payment has skyrocketed....

3 months ago • 1 min read

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Global Diversification: There are strong arguments for global diversification. And as time goes on, there are certainly arguments against it. One of those is the fact that the US now makes up over 60% of the All Country World Index. This is up from 40% just 14 years ago. Will the trend continue, or will we see...

3 months ago • 1 min read

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Tuition Prices: It is no secret that tuition prices have skyrocketed compared to almost everything else over the last 30 years. The increased cost, coupled with the fact that more and more companies have dropped their degree requirements, brings the question: In what situations is college not worth it? Stripping...

4 months ago • 1 min read

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Co-Founder Equity: When a company goes public there can be a lot of speculation about how much equity founders or early employees have. This chart, with data prior to fundraising, shows the average equity for a "co-founder" that is not the "primary" founder. The average co-founder, according to Carta, gets a 45%...

4 months ago • 1 min read

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Deflation at Tesla: While everything seems to be a lot more expensive today than it was just few shorts years ago, one product is becoming a lot cheaper - Tesla Cars. Automobiles prices in general have spiked since 2020, with the used car market cooling off a tad over the past year+ with a modest 7% decline....

4 months ago • 1 min read

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Starting up and shutting down: More startups have shutdown in 2023 (543 through Q3) than all of 2022. Furthermore, we're on pace to have more startups shutdown this year (724) than 2019, 2020, and 2021 combined. Quote🗣️ What looks like a talent gap is often a focus gap. The “all-star” is often an average to...

5 months ago • 1 min read

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Mortgage Rates: More than 60% of outstanding mortgages have a rate locked in at 4% or less. With the average 30-year fixed rate mortgage hovering near 7.5%, this is the key driver impacting the national housing market where inventory remains at an all-time low. Most homeowners are staying put, as they do not want...

5 months ago • 1 min read

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Return to Office? After almost 4 years from February 2020, office occupancy in major cities is still down roughly 50%. While it appears that some level of remote work is here to stay, the bigger question is: what will downtown office buildings look like in 20 years? Quote🗣️ If you really look closely, most...

6 months ago • 1 min read
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