The Greatest Wealth Transfer in History: Navigating the Tidal Shift of Assets
Standing on the cusp of one of the most significant economic events in recent history, it’s essential to grasp the magnitude and implications of what has been termed “The Greatest Wealth Transfer in History.” Over the next few decades, an estimated $68 trillion of wealth i …
The Inefficiencies of Having Multiple Financial Advisors
In just the past year, our team has conducted over 800 meetings with clients, new families and individuals to do preliminary planning work to determine if we can help them and if we bring them on as private clients. Throughout these meetings and interactions with so many people looking to t …
Investing During Global War Conflicts: A Look at the Israeli-Hamas Conflict
I write this with a heavy heart as one of my favorite places on this earth, Israel, was heinously attacked by Hamas, targeting both military and civilians in the most barbaric ways, which looks like the playbook from ISIS terrorists. This unprecedented massacre triggered a severe military r …
Multi-Factor Investment Philosophy Combined with Rebalancing and Tax-Loss Harvesting
In the world of investing, strategy is everything. While the market’s whims and fluctuations are unpredictable (see my recent blog on Mr. Market), designing a robust investment portfolio based on the most appropriate factors to invest in a company along with things you can actually co …
Mr. Market
Understanding “Mr. Market” from “The Intelligent Investor” Many people don’t know this about me, but I love to read, which is interesting because as a kid, I hated it and wasn’t very good at reading and writing. In fact, my mom used to pay me a penny to read each sign on the hig …
A Common Investor Mistake and How Best To Avoid It: Abandoning Your Long Term Strategy
In the world of investing, patience is more than a virtue – it’s a fundamental key to success. However, many investors often find themselves tempted to abandon their long-term investment strategies when they hear about another advisor or friend boasting superior returns over a short p …
Value of a Wealth Advisor
The Unparalleled Value of an Experienced Financial Advisor Navigating the complex world of financial planning and investment management can be a daunting task for people. The sheer volume of information, investment options, and potential pitfalls can leave many feelings overwhelmed. This is …
Financial Media Analysts and Pundits Getting It Wrong
Why Pundits Get It Wrong With over 23 years of experience in the financial industry, I have seen my fair share of market ups and downs. One thing that I have noticed is the tendency for analysts, pundits, and the financial media to get it wrong when it comes to predicting market trends. It …
Estate Planning
One of my key roles as a wealth advisor is to help our private clients design an estate plan that not only ensures their assets are distributed according to their wishes, but also minimizes estate taxes and protects those assets from creditors. In this article, we’ll explore some of t …
Financial Freedom
The phrases financial freedom and financial independence get thrown around a lot, yet nobody really quantifies what that actually means. What I hope to impart to you is an understanding of what financial freedom is and how you can begin taking the necessary actions to help you pursue it. Su …
Mistakes Investors Make
In my twenty-three years of providing advice and guidance in personal financial planning and wealth management, I have learned several commonalities to one’s success and failure. As you can imagine, my experience provided a ringside seat to how people made their decisions about their money. …
