Blog
Musings, thoughts, ideas and strategies. Usually from a client first perspective. Not to be considered investment or planning advice. Always discuss with your CPA, legal and wealth teams before any actions.
Wealth of Wisdom, Question 8 What is the Right Balance Between Saving and Spending in Retirement?
What is the Right Balance Between Saving and Spending in Retirement, influences to maximize retirement spending
Read MoreWhat I am learning about communication from the show "The West Wing"
The West Wing As we approach the end of the year, it is a time of reflection and looking forward at the same time and there is something I want to support encourage as well as communicate. Last night I was watching my nightly episode...
Read MoreChanges to Charitable Giving Under the One Big Beautiful Bill Act
Summarizes changes to charitable planning based OBBBA for both itemizers and non itemizers.
Read MoreWealth of Wisdom, Question 6: Does Family History Matter?
A discussion about family history and if it matters to us or not and what we can do if we decide that it DOES matter.
Read MoreWealth of Wisdom Question 5: How to think through using the resources that exceed my personal needs
I love this chapter, truly. Early on in my career I realized the need for and differentiation of Goals vs. Priorities In fact, if you have gone through the formal financial planning process with me, you have undoubtedly participated in...
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Wealth of Wisdom Question #4: What does passing on Values to the next generation really look like?
Questions the wealthiest families ask: What does passing on Values Really look like? first defining what a value is, then identifying and living those values for your children to absorb. Active questioning and discussions help.
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Why Insurance Matters for Your Financial Future
Insurance is a powerful and often underappreciated tool in financial planning. It functions both as a safeguard and a strategic pillar for protecting your income, assets, and legacy goals. With a better understanding of what insurance...
Read MoreWealth of Wisdom Question #3 What are the Key Considerations in Crafting Your Legacy
Wealth of Wisdom, The Top 50 Questions Wealthy Families Ask #3: What are the Key Considerations in Crafting Your Legacy If you ask this question to 50 families of significant wealth, almost all would include some form of “values”. Some...
Read MoreQuestions #2: What are the Most Important Factors in Living Well?
Wealth of Wisdom, The Top 50 Questions Wealthy Families Ask #2; What Are the Most Important Factors in Living Well Good literature (and films) is a wonderful resource for exploring the most important factors in living well. My personal...
Read MoreWealth of Wisdom, 50 Questions Wealthy Families Ask
Wealth of Wisdom: Top 50 Questions Wealthy Families Ask Starting this month, I will be sending a weekly email: 50 Questions Wealthy Families Ask. This project is designed to spur conversation, offer an introduction to my practice and...
Read More1st Quarter 2025 Client Letter - The only Mistake is Not Learning from Your Mistakes
The Only Mistake is Not Learning from Your Mistakes “Thank goodness that’s over” was the opening line of the quarterly letter I penned on 4/1/25. Since then, in a state of total self-honesty and wanting to not look back on these...
Read MoreThe Era of "Easy Everything" is Over
March 19 Federal Reserve NotesUsing information from First Trust Research report dated 3/19/25Brian S. Wesbury, Chief Economist Robert Stein, Deputy Chief Economist Yesterday the Federal Reserve held interest rates steady and...
Read MoreTax Strategies to Help Maximize Returns and Minimize Burdens
5 immediate strategies to help maximize long term appreciation through proper tax efficiency
Read MoreLiquidity Strategies for Long-Term Wealth Planning in the Entertainment and Music Industry
I've had countless conversations with clients about liquidity needs, especially in industries where income fluctuates dramatically. For actors, directors, musicians, producers, and writers, the highs can be incredible—big contracts,...
Read MoreTwo RMD Changes to Know About Now
RMD Changes and heart health ideas
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Life insurance, cash value and a potential planning strategy
A story why it may be smart NOT to pay your insurance premium and why it's important to understand your contract.
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Weekly Recap | October 28, 2024
Weekly Recap October 21-October 25, 2024 Treasury 10-Year Yield Returns to July Levels Bifurcated FinishThe Dow Industrials and S&P 500 posted declines last week, snapping their six-week winning streaks. However, the Nasdaq Composite...
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Sunk Cost Fallacy, that's a real thing!
How recognizing behavioral biases leads to a happier home.
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Settling my estate
OK. so I am not dead. But I will be someday. That is not a morbid thought or curiosity, but the beautiful fact of life is that we all finish it the same way, we just don't know when. This theoretically may make your life more dense and...
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Weekly Market Insights: Sixth Week of Gains on Wall Street
Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. The Standard & Poor’s 500 Index increased 0.85 percent, while the Nasdaq Composite Index rose 0.80 percent. The Dow...
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Year End Charitable Planning: Qualified Charitable trusts
As we get closer to year end, I am getting a lot of questions about giving to charities for tax reasons. This topic is near and dear to me for many reasons, but the main reason is that there are several ways to give and many people aren't a
Read MoreGive Me a (Tax) Break: Tax Implications for Charitable Trust
Balancing philanthropic goals with financial planning can be a complex yet rewarding endeavor. One strategy that has gained popularity among those looking to make a lasting impact, while potentially reaping tax benefits, is the...
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