W I L L I A M   S W E E T

whois

CFO @ Team Ritholtz

ritholtzwealth.com

on Ask The Compound on July 9th

the One Big Beautiful Bill (yours truly),
new Trumps Accounts vs. 529s vs. UTMAs,
Roth vs. Traditional at a low tax bracket

on Ask The Compound on June 11th

going Full Roth,
career changing from DOD to wealth management,
alternatives to 529

on Ask The Compound on May 15

talking about direct indexing out of a concentrated portfolio,
moving from Boise to San Francisco,
and baring my soul about going from stocks to bonds during a drawdown

on Ask The Compound on April 2nd

talking about taxation of TIPS,
investing cash after the sale of a house,
and adjustable rate mortgages 

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