For those who have built wealth through vision, grit, and relentless pursuit of excellence, the question of legacy isn’t just philosophical—it’s deeply personal. It’s not about ego or vanity. It’s about impact. It’s about ensuring…
Read More
Investing in AI is thrilling—but it’s not without complexity. Whether you’re eyeing infrastructure, applications, or emerging startups, here are the key things to think about before diving in: Strategic Considerations 1. AI Is Not One…
Read More
The concept of Advisor’s Alpha, popularized by Vanguard, refers to the measurable value a financial advisor can add to your portfolio and overall financial well-being—not by picking hot stocks, but through smart strategies, planning, and…
Read More
To minimize tax drag and optimize asset location for your investments, consider funding your accounts in the following order: Employer-Sponsored Retirement Accounts (e.g., 401(k), 403(b)) Reason: Contributions are often pre-tax, reducing your taxable income. Employer…
Read More
Investing over Consumption I have always found Warren Buffett’s principles on investing and his quotes very interesting. I have lived by one, so I thought I would share my experience. Also, I wanted to share…
Read More
Here I go again with money moves I’ll make in our family finances for 2025, as this has become an annual topic. Many times, clients will ask how I invest money for my family. That’s…
Read More
