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5 Smart Financial Gifts for Kids and Grandkids
Skip the toys that get forgotten! Learn about which financial gifts for kids and grandkids can help them build real wealth for the future....

Featured

Why Smart People Can Make Terrible Investment Decisions
Have you ever made a decision when you were scared or angry and later regretted it? We all have. And the same thing happens in investing....

Featured

The Hidden Risks of Referring Clients to CPAs
After 25 years in wealth management, I still lose sleep over CPA referrals. In this article, I discuss why referrals often feel risky and how a more effective approach can turn them into stronger partnerships....

Latest Articles

5 Smart Financial Gifts for Kids and Grandkids
5 Smart Financial Gifts for Kids and Grandkids
  • Blog, Featured
Skip the toys that get forgotten! Learn about which financial gifts for kids and grandkids can help them build real
Read More
Why Smart People Can Make Terrible Investment Decisions
  • Blog, Featured, Video
Have you ever made a decision when you were scared or angry and later regretted it? We all have. And
Read More
The Hidden Risks of Referring Clients to CPAs
The Hidden Risks of Referring Clients to CPAs
  • Blog, Featured
After 25 years in wealth management, I still lose sleep over CPA referrals. In this article, I discuss why referrals
Read More
Sudden Wealth Pitfalls: 9 Mistakes to Avoid After an Inheritance, Divorce, or Business Sale
Sudden Wealth Pitfalls: 9 Mistakes to Avoid After an Inheritance, Divorce, or Business Sale
  • Blog, Featured
Sudden wealth can feel overwhelming, whether it comes from an inheritance, divorce settlement, or the sale of a business. The
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Over 60, Single, and Wealthy? Why a Fiduciary Beats a Second Husband
  • Blog, Featured, Video
If you’re navigating retirement on your own, this short video is for you. It breaks down why women retiring solo
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Market Update: Q2 Market Update
  • Blog, Featured, Video
The markets gave us plenty to talk about this past quarter. Between shifting tariffs, geopolitical tensions, and a strong rebound
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