Winter sucks. Let’s face it. Outside of that short stretch between Thanksgiving and Christmas, there’s nothing enjoyable about 20-degree whipping winds (maybe even less, depending on where you are). Or an avoidant attachment style relationship with sunlight, or hazardous driving conditions. It slows down everything. Seasonal depression—unironically referred to as SAD in the medical field—is…
Financial Planning
2025: The NeverEnding Story
A few personal highlights and a recap of the top events of 2025.
The Road to the Trillion Dollar Wealth Transfer Isn’t Paved with Gold
Although a trillion dollars of wealth being passed down sounds great—especially when the younger generations are desperately trying to find ways to afford an enjoyable life, buy homes, and fund the education of their own children—the road to the trillion wealth transfer isn’t paved with gold. Here’s how I know.
Leaving A Legacy, Not A Liability
No wonder this movie got a 93% rating on Rotten Tomatoes. “Some films are completely made by their last scenes, and “Anora” is one of them.” They took the words right out of my mouth. If you want to see a prime example of wealthy parents’ worst nightmare, watch this movie. I don’t want to…
Private Equity Demystified
Keep your privates to yourself
Planning For Newly Weds
Before I went surfing in SoCal at FutureProof, I drove back to Columbus, Ohio, to see two of my closest friends from college get married. Columbus is only a seven hour drive away, and the way flight prices and general airline issues look these days, a road trip was just what the doctor ordered. But,…
This Could Be the Push They Needed
Did you know that this child’s investment account can also be a double-edged sword? Throwing some money in an UTMA is a great birthday gift for a little one, but be aware that of it’s potential side affects.
Decisions Decisions
Are you aware of the risks around you?
Why is Equity Comp so Good? / It’s As Good As Good Gets
This is by far an exhaustive list of all things equity comp, but here are a few ideas to consider when faced with equity compensation and what to do with your equity during a bear market.
Don’t Bet The House
Despite the fact that home values have seen a significant facelift, before you bet the house, consider these options before borrowing on that newfound wealth.
