Are You Blessed or Just Lucky?
“I’m just lucky I guess.” A statement I have heard from business owners, executives, and even the philanthropically minded. But is that any kind of explanation for…
When the Headlines Won’t Sit Still
It feels important to start here. Before we talk about markets or money, it’s worth acknowledging what’s behind the headlines recently. The events we’ve seen in the…
Federal Reserve leadership change: Could it impact your retirement timeline?
President Donald Trump nominated Kevin Warsh to lead the Federal Reserve as the next chair on March 4th. While the current chair’s term won’t conclude until May, the…
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…