Don’t let 75 daily political texts, a mailbox full of propaganda, and countless TV ads derail your plan.

Oh, but definitely make sure your plan includes some multi-year tax rate arbitrage. Read more here:

Why we invest determines everything. Start there.

At the risk of being the 106th person to tell you, “you can’t time the market”, I’d like to say something else. Open In Case of Emergencies.

Over the last few weeks my thoughts on financial matters have been seen by millions. Only a handful thought they were REALLY dumb. Read more here:

Your data is already out there. Do you have safeguards in place?

April was a bit gloomy for markets. Will April showers bring May flowers? Let’s check it out.

Costco is selling gold. Should you be buying?

Designations are like basketball shoes. Let me explain.

Things compound… Money, habits, hippos, etc. Let’s talk about it (and the NBA dunk contest and nutrition). Enjoy!

2023 happened…. but so did 2022. Let’s talk about it.

What is an Asset Map? Simply put, it’s a quick visual of your financial life. Pretty cool, right?

Some thoughts on a global portfolio and a story to help manage your potential for hypocrisy.

A client went through a pretty standard real estate transaction. Here’s how it went.

Everyone wants your cash… they just don’t want to pay you for it.

You’re gonna need a good story to get through the next investment cycle. Trust me.

Not all maps are created equal.

If my mom needed a new advisor, these are the interview questions I’d have her ask.

Should January dictate your 2023 strategy? Not so fast.

23 years of beautiful chaos in one easy graphic.

Perspective.