Hint: You Don’t Need to Overpay for Advice to Get Exceptional Service Over the years, I’ve met a lot of smart, successful people who—when it comes to investing—aren’t quite sure what they’re paying for. They know they have a financial advisor.They know they’re invested in “something.”They know their investment portfolio is being managed.But when it … Read more
Because building wealth is one thing. Knowing what to do with it? That’s where the real work—and reward—begins. There’s a moment that happens when your net worth quietly crosses that seven-figure mark. It doesn’t always come with fireworks or a champagne toast. Sometimes it sneaks up after years of disciplined saving, good decisions, and a … Read more
You can’t drive your financial future by staring at the past. Picture this: You’re at a dinner party. Someone’s bragging about how they made a killing on [insert trendy investment of the year]—and suddenly your own strategy feels… underwhelming. Should you have jumped in on that trend? Are you being too cautious? Is your portfolio … Read more
Because building wealth is only half the goal—the other half is making it matter. If you’re a millennial with a million-dollar investment portfolio (or on your way there), congrats. You’ve done something rare and remarkable—and odds are, you didn’t get there by accident. Maybe you built a business, crushed it in tech, or inherited wealth … Read more
Why real wealth isn’t just about growing your money—it’s about using it to build the life you actually want. We talk a lot about money in this business. But if you’re like most of the people I work with, you’re not chasing wealth for wealth’s sake. You want to use your wealth—wisely, thoughtfully, and with … Read more
Because “you get what you pay for” doesn’t mean you have to overpay. Let’s be honest: No one wants to hire the cheapest brain surgeon. Or trust the lowest bidder to build their dream home. And when it comes to your life savings? Same idea. You want good advice, thoughtful strategy, and a team who’s … Read more
In today’s blog: a poodle named Scarlett, offended by my investment advice, teaches us an important lesson about the biases that can hinder our financial success. A couple of weeks ago in our blog looking back over 2023, I compared the different sectors of the stock market to the many different breeds of dogs. In … Read more
When the stock market takes a dip, it’s easy to feel uncertain and anxious about your investments. While financial advisors often tell investors that this is the time to do nothing, there are actually some things you really SHOULD be doing to make the most of this situation. Consider a Roth Conversion A Roth conversion … Read more
One of the benefits of being a financial advisor is that you never have to shop for a financial advisor! But it does also uniquely position us to help you choose the right financial advisor! Why is it so hard to find a good financial advisor? The financial industry has some fundamental flaws that make … Read more
I get it. The stock market can feel terrifying. ESPECIALLY if you don’t feel confident in your financial advisor. Are they really working for YOU? Are they always making trades in your account, or never making trades in your account? Do you understand their answers when you ask them questions? If the source of your … Read more