Our blog offers insights, strategies, and practical tips to help you achieve financial freedom—no matter your unique financial situation.
After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat,
February is an interesting month in the financial calendar. The holiday excitement has faded, credit card bills from December have arrived, and tax season is in full swing. For some
If you read Kyle Thompson’s blog on March 14th of this year and recall that it began with “The start of 2022 has been volatile”, that recollection might make you
I was mindlessly scrolling through Twitter, which seems to be a common occurrence over the last few months, when this tweet (see picture below) caught my eye. It caught my
Most people I know like to think about finances as a mathematical equation. When the numbers are up, finances are good. When the numbers are down, they’re not. And yet,
I’m sure it’s true in every field that the longer you do something, the more you learn. In the world of financial planning, that is certainly true. For me, the
It has been a wild week in the markets which was led by an 800-point drop on Wednesday in the Dow Jones Industrial Average. Why did this happen and what
It may be every person’s dream to be told it’s time to “spend more and save less,” but for some women in retirement, that advice can be a hard pill
Economist Benjamin Graham may have said it best: “The investor’s chief problem—and even his worst enemy—is likely to be himself.” The good news is that simply being aware of the
