Life & Planning

The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied. 1 And then tumbled as investors got jittery. 2 Then yo-yo’d a…

What do Apple, Amazon, Starbucks, and your Estate all have in common? Their success depends on carefully thought-out and executed strategies. No successful business would even consider operating without a…

“If you fail to plan, you plan to fail.” We all know this, right? And yet proper planning—in every area of life—remains one of the most commonly shared universal struggles…

It’s official. The bear market is behind us.The S&P 500 finally hit a new record for the first time since 2022. And then notched multiple higher highs in the days…

What do Wayne Newton, Mark Twain, and MC Hammer all have in common? They all declared bankruptcy after amassing a great fortune through their trades and talents. Their cautionary tales…

Are you asking the RIGHT questions? Are you asking the right questions about your money? If you don’t answer them, Uncle Sam will answer them for you. Asking the right…

It’s Time to Hold Your Advisor Accountable  Most wealth advisors follow the same plan for every affluent person who walks into their office. That’s crazy! You’re unique, and you deserve…

During November and December, I want to help you spot time-sensitive planning opportunities. Perhaps you… • Are considering making year-end gifts to charitable organizations or family members and need to…

Just a quick note to offer some perspective on the (many) headlines floating around.There are plenty of things to be worried about right now, so I’d like to pause for…

Do you feel like the economy isn’t making a lot of sense right now?Is there a mismatch between the headlines and your perception?If so, you’re not alone.There’s a big divide…