Posts
enterprise tax package questions
so earlier today one of my investments enterprise products (epd) sent me a tax package that includes a k-1 form (no idea what that is) and says i also have to go to the website to get something called a k-3. im not sure what either of those are as …
RSU vests at ATH. Sell-to-cover executes down 15%; is marked as wash sale. What is my tax liability, and how badly did I get hosed?
I've done a bit of research into this, but this is a challenging problem to wrap my head around. This is my second RSU vesting event. The company didn't sell-to-cover last year, and the stock price back then was super low so I didn't really worry about the taxes anyway. …
Thoughts on the GOOP ETF?
No, not the Gwyneth Paltrow garbage, the ETF . I have read the profile of it half a dozen times and still can't figure out what the heck it is other than it is tangentially related to Google and has a dividend of 12%. Does anyone know more? Any help …
Alternatives to receiving a K1?
Considering buying a 1% stake in a local small business and would receive a K1 with my share of the LLC’s annual profit/loss. I don’t have anything I could write off the losses against and obviously would prefer not to have to report the income. Is there another way I …
Bad advice coming from family
I work in public accounting on the audit side, but during my time of also studying for the CPA exams I have learned and researched tax laws and implications of such laws. I just found out from my mom, that her sister, who is about 64 is going to eventually …
Regular Vanguard S&P 500 vs Paris-Aligned S&P 500 ETF?
If you had to choose between a plain S&P 500 ETF and a Paris-Aligned Climate S&P 500 ETF for long-term investing, which would you pick and why? I’m trying to balance returns with being at least somewhat ethical, and I’m wondering if the climate-screened version is worth it or if …
How Are People Getting Exposure to Greenland Minerals Right Now?
been reading a lot about the push into greenland recently and wondering if anyone has found a good way to actually invest in it. between the tariffs on russian palladium and all the talk about arctic resources i feel like there has to be some kind of play here but …
Moving USCRX to SCHD, but cannot decide
I want to move my IRA (USCRX) because of its high expense ratio, and becase I don't think it's performing that well. But more I look more I get confused and cannot decide. Currently, I am thinking SCHD. Will it be safer option or am I missing something?
Signals for the week 3/16/2026
I built a personal intelligence agent that synthesizes information from multiple sources and creates leveraged trading ideas. It's an open source GitHub repo which gained a lot of traction over the weekend. You can setup it at your end - it auto-updates every 15 min. GitHub: [https://github.com/calesthio/Crucix](https://github.com/calesthio/Crucix) Here are the …
Do any of you use AI to analyze your investment portfolio?
I’ve been thinking about how people actually analyze their investment portfolios. Most people I know just check returns or maybe look at allocation, but I’m curious if anyone goes deeper than that. Do you use any tools to analyze things like risk, diversification, sector exposure, or historical decisions? Also wondering …