After years of helping families grow, protect, and eventually pass down their wealth, here’s a secret that won’t show up on any balance sheet or net worth summary: the families who do it best? They talk. Not just about dollars...
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All Thoughts
“I’ve been meaning to do that!” Most of us focus too little on how our financial and healthcare decisions will be handled in the case of our incapacity, as well as on how our estate will be handled after our passing. Why is...
With tax season in full swing for CPAs, the numbers can become jumbled, social interaction few and far between, and little to no time for additional questions you may have outside of your tax return. Over the years, I’ve noticed...
2025 has kicked off with higher investor uncertainty. A couple of key points to prepare.
On January 5, President Joe Biden signed the Social Security Fairness Act, repealing the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) for Social Security benefits. These conditions reduced (if not...
Academics define risk as “portfolio volatility”, which they call “beta”. They do that because they are, well, academics. By equating volatility to risk, they can assign Greek letters to their arithmetic, and write lots of...
The Federal Reserve announced it is ‘leaning’ towards another interest rate cut in December, making the third cut in 2024. This has led to an abundance of financial media headlines like “3 Smart Moves For Investors After the...
Just a quick reminder… Every four years, tensions rise among some investors as to how their hard-earned savings will be affected by the upcoming presidential election. Without going into the details, know that there is no...
The unknown story of the guy that could have been “Buffett” famous! When it comes to long-term investing, many people think the goal is to maximize returns as quickly as possible. But as investors like Warren Buffett and Charlie...