Besides saving for retirement, saving for college is the most discussed wealth planning topic that I address when working with families.  A child born in 2018 that begins kindergarten in the fall of 2023 would attend college between the years of 2036 and 2040. If that child attended an average public in-state 4-year college and […]

I often tell new or prospective clients that asset management is the sexy part of the many facets of wealth management that I work on. For most clients, it is investment returns that get their attention.  But as I go on to explain what it is that I really do and how I help people […]

Who here doesn’t like the upside of risky assets? Probably no one. It’s likely that a fair amount of people during bull markets probably forget to consider that equities are risky investments. But then the horrible bear like the one straight out of the movie Revenant chews through a portfolio as it chewed through poor […]

According to the site, The Balance Careers, the average person today changes jobs ten to fifteen times (with an average of 12 job changes) during his or her career.  While there is a multitude of factors that go into changing jobs, one critical factor that people should decide on in conjunction with a job change, […]

When you hear the term Family Office, what is the first thing that you think about?  Do you think of it in financial terminology or maybe related to the medical field?  Within the financial industry, the term Family Office typically meant an advisory firm that serves ultra-high-net-worth investors. I am here to help change that […]

After spending an entire career in a non-sales or non-business development role, I gradually found myself in such a role as I began to build my wealth planning firm for individuals, families, and businesses.  Struggling to make sense of how to build a robust business development process, I turned to one of my favorite authors […]