Don’t Eat the Bear in One Bite: Planning Your Future in Steps

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …