Selective Opportunity for 1–2 Advisors
If you’re an advisor looking to expand your client base - read this. We’re getting a meaningful amount of inbound from $1M–$5M households that aren’t the right fit for our...
Selective Opportunity for 1–2 Advisors
If you’re an advisor looking to expand your client base - read this. We’re getting a meaningful amount of inbound from $1M–$5M households that aren’t the right fit for our...
Instead of a 6% Mortgage, Do This
Why get a mortgage at 6% when you can borrow at ~4%? We’re helping a young couple buy their first home, and the math looks very different when you can...
Instead of a 6% Mortgage, Do This
Why get a mortgage at 6% when you can borrow at ~4%? We’re helping a young couple buy their first home, and the math looks very different when you can...
Compounding Works Best When You Don’t Interrupt It
This is why taxes matter so much for investment portfolios Every time you incur a tax bill, your asset base shrinks. Which means, you now need a higher return just to...
Compounding Works Best When You Don’t Interrupt It
This is why taxes matter so much for investment portfolios Every time you incur a tax bill, your asset base shrinks. Which means, you now need a higher return just to...
Diversifying a $20M Farmland Portfolio
Someone with $20m of inherited farmland reached out It’s appreciated quite a bit since they inherited it so we want to be mindful of taxes as we approach diversifying their...
Diversifying a $20M Farmland Portfolio
Someone with $20m of inherited farmland reached out It’s appreciated quite a bit since they inherited it so we want to be mindful of taxes as we approach diversifying their...
The Problem With Concentrated Stock Positions (...
Most single stocks eventually go to zero. Still think yours is different?The math says your concentrated stock position is a bad bet.Most people sitting on a big position think:“My company...
The Problem With Concentrated Stock Positions (...
Most single stocks eventually go to zero. Still think yours is different?The math says your concentrated stock position is a bad bet.Most people sitting on a big position think:“My company...
Where the Best Talent Wants to Work
Someone I interviewed this week said they’ve lost half of their ops team this year I’ve been interviewing a lot of advisors and client service associates lately, and one thing...
Where the Best Talent Wants to Work
Someone I interviewed this week said they’ve lost half of their ops team this year I’ve been interviewing a lot of advisors and client service associates lately, and one thing...