Here are a few common legacy-oriented goals we help clients plan for, along with important questions that tend to accompany those goals: Educating the next generation(s). How should we think about ROI when it comes to school and major? How can we involve the student...
Last week, my 10-year-old son, Cooper, asked me a thought-provoking question: would I rather have $1 million today or a penny that doubles every day for the next thirty days? Cooper already knew the right choice, he'd stumbled upon the question on a YouTube video,...
I was recently able to vacation to Europe, where Megan and I had a great time in England and France. While in Paris, we went and checked out the Louvre as tourists are fond of doing. We meandered through the museum and eventually made our...
Bryan Johnson is in his mid-40's, worth a few hundred million bucks, and spends most of his energy in pursuit of eternal life. The lengths to which he will go include consuming more than 100 pills every day, drinking a smoothie that looks "like the...
"How TikTok Is Wiring Gen Z’s Money Brain. Endless videos about the economy and consumerism are giving 20-somethings a case of 'money dysmorphia.'" Such was the title and subtitle of an article in the Wall Street Journal last weekend. In the infinite algorithmic loop of TikTok, users...
Filing your tax return can feel like a weight lifted off your shoulders. But before you breathe that sigh of relief, it's essential to take a moment to review your tax situation thoroughly. Asking yourself the right questions can help you gain insights into your...
As summertime is quickly approaching, many people are finalizing their trip plans for the upcoming summer season. Whether you are traveling across the country or to another continent, there are a few thoughts on travel that come to mind for me. I will begin with...
There are many risks that we face as investors. The last 36 months have reminded us of the risk that inflation poses, not just to lifestyle, but to our fixed income investments. The COVID-19 pandemic, which began a little over four years ago, is another...
In Philip Ball's Beyond Weird—which I am committing to finish before I dive into his newest book on biology—he makes this interesting point to open: "Quantum physics defies intuition, but we do it an injustice by calling that circumstance weird." For a long time, even in the early to...
I’m not much of a gardener, as much as I’d like to be known for having a green thumb. I greatly admire the work of others and aspire to hone my skills but there’s so much to learn and do that it seems too daunting...
