What History Says about Markets & Geopolitical Crises
The news coming out of the Middle East over the past several days has been difficult to watch. Airstrikes. Retaliation. Rising tensions across the region. Behind every headline…
Which “CEO” Are You?
There are two CEOs in most affluent families. There is the chief executive officer, and the chief emotional officer. The chief executive officer understands the assets and…
World disruption — is your retirement strategy prepared?
Sometimes it feels like the world can change overnight. • The U.S. and Israel struck key military targets in Iran and killed Supreme Leader Ayatollah Ali Khamenei.1• Iran…
The Supreme Court’s tariff ruling: What’s next for your finances?
Did you catch the news? The Supreme Court just overturned the administration’s global tariffs — meaning new uncertainty and possible opportunities for your retirement and everyday finances.Here’s the…
Stop Swimming with Sharks
Just before I went out for a mile swim in the waters of the Gulf of Mexico, my non-swimmer friends panicked about me swimming with sharks.Off the…
Failing Forward to Success
Thomas Edison was both hearing impaired and fidgety. He only lasted three months in school where his teachers said he was “too stupid to learn anything.” He…
Who’s On Your Team?
As many prepare to watch the Super Bowl this coming Sunday, it’s natural to think about teamwork. Without it, neither the Seahawks nor Patriots would be where…
When the Headlines Get Loud
If your phone notifications have felt louder than usual lately, you’re not imagining it. Calls for the U.S. to annex Greenland.1 A military standoff with NATO allies.2 The…
Reactive Advisors
Being reactive can be frustrating and even costly… John and June (as I will refer to them though not their real names), came in for a conversation…