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Hybrid Mortgages: A Smarter Way to Buy Real Estate
Borrow at near-Treasury rates, save on taxes, and keep your wealth working for you
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Samuel Harnisch
Now Hiring: Client Service Associate at QFS
Looking for someone detail-oriented with RIA, Schwab, and Black Diamond experience.
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Samuel Harnisch
Forget Rentals—Here’s the Tax Strategy No One Is Talking About
Short-term rentals may not last as a loophole. Tax-aware hedge funds can achieve the same deductions, with diversification built in.
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Samuel Harnisch
The Ultimate California Downsizing Playbook
Prop 19 + Section 121 + tax-aware investing + box spreads = lower taxes, lower borrowing costs, and smarter moves.
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Samuel Harnisch
$20M PLTR Power Couple
The playbook: tax-aware hedge funds, long/short SMAs, and smarter portfolio financing.
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Samuel Harnisch
Forget the Bank—Borrow From the Market Instead
A case study in using options to finance a new car, reduce taxes, and stay invested.
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Samuel Harnisch
PIMCO + Crowdstrike Power Couple
Smart strategies for a dual-career family with young kids, big portfolios, and bigger tax bills.
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Samuel Harnisch
The Easiest Tax Savings You’ve Never Heard Of (VIDEO)
Why wealthy families keep more of what they earn—without rental properties, complex structures, or extra work.
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Samuel Harnisch
What a Privilege
Back to Denver, more clients than ever, and yes—I did catch a few waves. 🌊
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Samuel Harnisch
PIMCO Exec, $M Units, and a Whole Lot of Taxes
The strategies we covered—from tax-aware hedge funds to box spreads—that can save millions for high earners in California.
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Samuel Harnisch
The Power of Aiming for Mediocrity
Why the best private equity strategy isn’t chasing top managers, but capturing steady, repeatable returns.
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Samuel Harnisch
Your Margin Loan Is a Ripoff
Most investors pay SOFR + 2–3% for securities-based credit lines. Here’s how to cut your rate and make it tax-deductible.
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Samuel Harnisch
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