The Value of Combined Experience
Not all wealth management firms understand the importance of pushing past archaic systems. In this short video, Michael and Steve have a conversation about how Gold Family Wealth is excelling without being shackled to outdated paradigms.
The Next Five Years
What does your five-year plan look like? For Senior Wealth Advisor Steve Johnson, controlling his own destiny is at the top of his list.
Alignment of Values – Behavioral Finance
In this short video, Michael and Steve discuss the importance of holistic approaches and factoring in behavioral economics when considering wealth strategies for clients.
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 …
