Archive - The Narrative: A newsletter from Capital Gains Advisory

Reflecting on 2024

Best Investments, Worst Investments and a stock I really like

Nov 10 •

Capital Gains Advisory LLC

June 2024

The thing about Bubbles is that they are easier to see in retrospect then in present time.

Jun 20 •

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May 2024

Don't Blindly Trust Your 1099

Almost everyone who subscribes to this blog, is an investor.

May 23 •

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November 2023

Game plan for 2024

Reflecting upon 2023's best and worst. Game planning for 2024.

Nov 16, 2023 •

Capital Gains Advisory LLC

July 2023

Impact of the new 1099-K rule in Fintech and the Online Economy Stocks

Shopify, Etsy, Ebay, Venmo, Cash App, AirBnB, Turo and the drag on effects of the new rule

Jul 28, 2023 •

Capital Gains Advisory LLC

May 2023

Why more young people should reconsider Roth IRAs

May 17, 2023 •

Capital Gains Advisory LLC

April 2023

Nightmare on Tax Street

You don't always get what you pay for

Apr 9, 2023 •

Capital Gains Advisory LLC

March 2023

Capital Calls? Is SVB the Canary in the PE coal mine?

There is a bank run underway at Silicon Valley Bank.

Mar 10, 2023 •

Capital Gains Advisory LLC

November 2022

October 2022

Meta-worse? I don't think so.

I'm buying more shares of Meta tomorrow

Oct 27, 2022 •

Capital Gains Advisory LLC

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