Blog

  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 financial make-up…

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 responded by…

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 short version:…

  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 coast of…

  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 was eventually…

  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 they are…

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 threat of…

  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 a few…

  For far too many the ultimate retirement lifestyle feels out of reach.  Uncertainty… in the market… in the economy… and with health can do this. BUT, it does NOT…

  You’re doing everything right on paper. You’ve climbed the ladder. You’re successful enough that your financial decisions now require research, comparison, and usually a second opinion. But here’s the…