Money Decision Lab
Todd StankiewiczBreaking down financial decisions so you can move forward with confidence.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 4 | Founded | a month ago | Last Issue | 3 days ago |
| Active | |||||
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moneydecisionlab.substack.comLatest Issues
You've Already Won. So Why Are You Still Holding?
You spent years building it. Or maybe it happened faster than you expected. Either way, you are sitting on a substantial gain in a single stock or even a portfolio of stocks, and you are not sure what to do next.
Welcome to one of the most...
How does combining investment management with tax planning in one firm benefit high-net-worth clients compared to working with separate advisors?
Having a financial advisor manage investments and a separate CPA handle taxes can create a coordination challenge. Both professionals may be doing good work in isolation, but each may be working with incomplete information about the other’s...
Received a Tax Form After Filing? How to Handle 1099s, K-1s, and IRA Rollovers
Tax season ends, the return gets filed, and everyone moves on.
Then another tax form shows up.
Maybe it is a 1099 from a brokerage account. Maybe it is a corrected 1099. Maybe it is a K-1 from a partnership. Or maybe, like what I have bee...
Financial Decisions Are Personal. Let's Start Treating Them That Way.
Happy Mother’s Day to everyone celebrating today.
It feels fitting to launch something new on a day centered around family, growth, and building a better future for the next generation.
Welcome to Money Decision Lab.
I have spent years w...
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Authors
The writers behind this newsletter.
CIO of SYKON Capital and portfolio manager of the Free Markets ETF (FMKT). I write about markets, investor behavior, and financial decisions through the lens of managing real portfolios and helping real people every day.
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