App recommendations
June 2026Mint shut down — what equity-comp & cross-border earners should use in 2026
The usual replacements (Monarch, YNAB, Copilot) are great for budgets — but miss what affluent, equity-comp, and US/Canada cross-border earners actually need. Here's what to look for.
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Portfolio risk
June 2026How close is your portfolio to a margin call? The distance-to-call formula
If you borrow against your brokerage, a margin call can force-sell you at the worst possible time. The exact formula for how far your portfolio can fall before that happens — and how to watch it.
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Tax strategy
June 2026The tax-optimal order to sell investments to raise cash (US & Canada)
When you need cash from your portfolio, the ORDER you sell in changes your tax bill. Idle cash first, then harvest losses, then smallest gains — and never your registered accounts first.
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