CUBIC Insights
Expert analysis, market commentary, and financial planning concepts from our team of advisors.
Tax Loss Harvesting in 3 Minutes or Less
We take a brief look at Tax Loss Harvesting. (Note, this is not tax advice.)
John G T Slater, Jr
CUBIC Advisors - A Brief Introduction
John Slater explains why he and partner David Pankiw started CUBIC Advisors.
John G T Slater, Jr
HSA as a Retirement Account: The Triple-Tax-Advantage
Why a properly invested HSA can outperform a 401(k) per dollar of contribution.
John G T Slater, Jr
Backdoor and Mega Backdoor Roth: Should You or Shouldn't You?
For many savers the ROTH conversion and Mega ROTH conversion offer interesting opportunities. The details matter a lot.
John G T Slater, Jr
Elon Musk's Master Plan: How Tesla, SpaceX, and xAI Are Converging
In a revealing two-hour conversation with Indian entrepreneur Nikhil Kamath, Elon Musk pulled back the curtain on something most people have missed: his companies aren't separate businesses—they're pieces of a single, audacious puzzle.
John G T Slater, Jr
Gold's Historic Rally in 2025: Four Forces Driving the Run to $4,200
A convergence of domestic and global forces are powering gold's record rise.
John G T Slater, Jr
The Medicare Deadline Nobody Tells You About: What to Do Before You Turn 65
Turning 65 triggers a critical seven-month enrollment window for Medicare, and missing it can result in lifetime penalties of approximately 10% per year on your Part B premium. The 2025 Inflation Reduction Act caps prescription drug costs at $2,000 annually and eliminates the coverage gap, making timely enrollment more valuable than ever.
John G T Slater, Jr
Google Turns Silicon into Gold
Facing an existential shortfall of compute for its rapidly growing services business, Google's Brain Team engineered a solution that, 10-years later, yields massive dividends.
John G T Slater, Jr
Disclaimer: CUBIC Advisors and its clients may hold positions in, and may trade, securities of companies discussed in these blog posts. The information provided is for educational and informational purposes only and should not be construed as financial, investment, retirement, tax, or legal advice. Readers should consult with their own qualified advisors before making any financial decisions. Past performance does not guarantee future results.