Blog
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 …
