Tariffs
The week since President Trump’s April 2 tariff announcement has been a whirlwind. We wanted to share some of the many charts that capture the market’s dramatic moves.
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Financial Planning
Debt, the Dollar, Gold and More with DFA’s Apollo Lupescu
Yesterday, we hosted Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors, for a wide-ranging 55-minute conversation on markets, rates, debt, and the dollar.
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Quarterly Commentary
Markets Rise, Bubble Talk Returns
Markets rose steadily across stocks and bonds, U.S. and international, with little drama. In the absence of drama, bubble talk returned, with valuation measures like the Shiller CAPE and Buffett...
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Retirement
Pre-IPO Tax Planning: Don’t Let Taxes Derail Your Life After Work
Turn your IPO into lasting wealth. Understand equity taxes, plan ahead, and align your windfall with life after work.
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Retirement
What’s the Best Retirement Age for High Achievers?
Pinpoint your best retirement age by balancing finances, health, and the vision you have for life after work.
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Retirement
Retirement Planning for Type-A Professionals Who Don’t Want to Slow Down
Redefine retirement beyond leisure. Create a flexible plan that funds purpose, challenge, and freedom while supporting your next chapter of life after work.
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Financial Planning
Should I Sell My Business Now or Keep It Until I Retire? Determining the Best Time to Exit
Sell on your terms, not the market’s. Understand valuation, timing, buyers, and taxes to maximize proceeds, protect your legacy, and fund Life After Work.
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Retirement
Is Retirement for You? How to Determine the Best Approach to Life After Work
Find your Life After Work archetype: consultant, entrepreneur, mentor, hobbyist, or retiree and design a future on your terms.
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Psychology of Investing
6 Signs You’re Making Smart Investment Decisions And 3 Signs You Might Not Be
Learn six habits of successful investors and three red flags to avoid so you can build lasting wealth with confidence.
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Retirement
Forget Retirement: Design A Post-Work Life You Actually Love
Redefine retirement as Life After Work. Discover flexible income, purpose, and freedom in your next chapter.
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Real Estate
Why Real Estate Investors May Not Need as Many Bonds in Their Portfolio
A well-diversified real estate portfolio can shift the balance of how much risk a client needs to take in their investment accounts and how much liquidity they truly need.
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Taxes
“One Big Beautiful Bill Act” – Strategy for Deduction Phaseouts and Charitable Giving
Today, we’ll review two areas of the law that suggest renewed planning opportunities in the years ahead: (1) deduction phase-outs and (2) charitable giving. For both, the new rules add a layer of...
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