The millennial generation is defined to those born between 1981-1996. In other words, if you’re between 22-37, you’re a millennial (I’m 37). Like every preceding…
Read More
Millennial Advice from a Millennial
The Retirement Mindset
“When people are successful, it usually brings in hubris, overexpansion, a belief that we can’t miss, which is very dangerous.” – Howard Marks, Oaktree Capital The mindset for building wealth is a close cousin to the mindset that destroys wealth....
read moreDo You Need a Trust?
People set up Trusts to minimize estate taxes, avoid probate, and seamlessly transfer assets to their heirs. Simply put, a Trust is a legal arrangement…
Read More
The One-Page Challenge
According to a 2018 Cerulli study, 42% of investors either believe their financial advice is free or they have no clue how much they pay….
Read More
Ultimate Transparency
Free from pretense or deceit Easily detected or seen through Readily understood Characterized by visibility or accessibility of information especially concerning business practices Source: Merriam-Webster…
Read More
Take the Low-Hanging Fruit
The market carnage to close out 2018 carries an important reminder. Investing is hard. Performance comes and goes. The last nine years of easy money…
Read More
Planning for the Ugly
“Telling people to “ignore the noise” or “think for the long-term” does not help in the moment unless you’ve set realistic expectations ahead of time….
Read More
Is Your Asset Location Costing You?
“You must pay taxes. But there’s no law that says you gotta leave a tip.” – Morgan Stanley Most investors are familiar with the basic…
Read More
Unwinding a Variable Annuity
“Variable annuities are the cigarettes of the investment world, which has hidden its curse for decades.” – Ken Fisher, Fisher Investments. I keep a fluid…
Read More
8 Signs Your Family Will Fight Over Your Estate
This is a guest post from our estate planning partner Everplans. In our effort to provide value beyond investment management, we will occasionally feature content from…
Read More