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…
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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…
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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…
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What does your dream of financial independence look like? For most, it’s living a life where work becomes optional rather than a daily necessity. However, many mistakenly assume it can only be achieved in retirement….
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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…
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Tax Loss Harvesting An often-overlooked strategy is tax loss harvesting, and I can understand why someone would use this strategy. I always believe that the glass is half full and that turning something negative into…
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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…
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What are you doing with your 1.26 billion seconds during your working years? Those 1,262,304,000 seconds—about 40 years—can be used to set up a solid financial foundation for a successful retirement at 65. Here’s a…
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When it comes to retirement savings, withdrawals are often an afterthought after putting all the money you earned during your working life into pre-tax savings buckets, such as 401(k)s, IRAs, Roth 401(k)s, and the like….
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