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Do I Need a CPA?
This Week on The Compound
This week on The Compound
This week on Jill on Money, Jill Schlesinger and Mark Talerico talk with noted tax expert Ed Slott. In the first of a two-parter, they discussed the history of U.S. tax rates, why 90% of people don’t itemize deductions, 529 to Roth IRA conversions, and whether you need a CPA to file your taxes. (Listen)
OUTSIDE THE COMPOUND
It has been a crazy few weeks in the markets, especially crypto. Michael Batnick at the Irrelevant Investor looks at how to put your FOMO into some sort of perspective.
It’s hard to watch and not feel like you’re missing out. FOMO is not evenly distributed. The more online you are, the likelier you are to feel it. The less secure your finances, the likelier you are to feel it. The more your friends are making money, the likelier you are to feel it.
FRIENDS OF THE COMPOUND
Prior TCAF guest Sam Ro, who writes the TKer newsletter, sees investing content everywhere, even at the bagel shop.
I like my bagels like I like my passively managed equity portfolio
— Sam Ro 📈 (@SamRo)
Mar 8, 2024
MERCH
Clocks sprang forward this morning, so it’s time for some Spring merch, like The Compound hoodie, which you can find at idontshop.com.
COMING SOON
Next week on TCAF, Josh and Michael will be joined by Peter Boockvar, Chief Investment Officer of Bleakley Financial Group, and Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management.
FEEDBACK
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