The Part of Building a Firm Nobody Posts About
Some days this business feels great.Other days it feels like:• People ghosting after you pour hours into their situation• $10M+ prospects price‑shopping you against the lowest cost providers• Posting content...
The Part of Building a Firm Nobody Posts About
Some days this business feels great.Other days it feels like:• People ghosting after you pour hours into their situation• $10M+ prospects price‑shopping you against the lowest cost providers• Posting content...
High-Net-Worth Investors Are Overpaying for Ris...
Most 7–8 figure portfolios I see are taking way more risk and paying way more tax than they need to.In this video, I walk through how I’d fix that.I’ll take you through my journey...
High-Net-Worth Investors Are Overpaying for Ris...
Most 7–8 figure portfolios I see are taking way more risk and paying way more tax than they need to.In this video, I walk through how I’d fix that.I’ll take you through my journey...
The Most Common Return for a Stock Is –100%
If 40–70% of your net worth is in one stock, you’re not investing anymore. You’re betting your life on one company. This is what I’m seeing with a lot of tech employees...
The Most Common Return for a Stock Is –100%
If 40–70% of your net worth is in one stock, you’re not investing anymore. You’re betting your life on one company. This is what I’m seeing with a lot of tech employees...
4 Pointers for Your 2025 Charitable Donations
I’ve been going through this with a handful of clients, so it’s topical. Starting next year, recent tax law changes reduce the benefit of charitable deductions a bit. In short:...
4 Pointers for Your 2025 Charitable Donations
I’ve been going through this with a handful of clients, so it’s topical. Starting next year, recent tax law changes reduce the benefit of charitable deductions a bit. In short:...
The Term “Family Office” Is Getting Out of Hand
I had a call yesterday with an entrepreneur who works with a “multi‑family office.” Here is his real experience: Lost roughly one third of his exit to taxes because the...
The Term “Family Office” Is Getting Out of Hand
I had a call yesterday with an entrepreneur who works with a “multi‑family office.” Here is his real experience: Lost roughly one third of his exit to taxes because the...
The Best $20M Portfolio I’ve Reviewed So Far
My anecdotal experience has been that the higher someone’s net worth is, the worse their portfolio usually is. Random stuff added over time. No regard for sizing. Tons of overlap. Not this...
The Best $20M Portfolio I’ve Reviewed So Far
My anecdotal experience has been that the higher someone’s net worth is, the worse their portfolio usually is. Random stuff added over time. No regard for sizing. Tons of overlap. Not this...