In the complex arena of constant updates, our perspectives truly shape the narrative. The key lies in balancing optimism with realism, acknowledging the unpredictability that truly disrupts financial landscapes.
Perspective is a Beautiful Thing
You’re Exactly Where You Need To Be
You know that old saying, comparison is the thief of joy? Cliche and worn out, yes, but it’s one of those timeless pearls of wisdom that will always ring true. I’m 25, and I’m starting to feel like I have nothing to show for it. My Instagram isn’t perfectly aligned with food porn or my…
U.S. Credit Downgrade Part 2
Even though the credit downgrade and the current economic situation might make us wonder, looking at past experiences and what the experts are saying, it seems like we’re handling it pretty well.
How A Notebook Held Up in Court: A Holographic Will
I’m going to cut to the chase. In my quest to bring more awareness to legacy planning to Gen Zers and Millenials, I’ve written about two notable cases of extreme wealth, notoriety, and a lack of a solid estate plan—here and here. Today, I’ll showcase another interesting story circulating in the estate planning world regarding…
How Will I Know…
It goes without saying that not all of my client meetings are a delight where I get to tell clients how wrong pundits were about the economy. Or pointing out how much Nvidia and Microsoft they own in their portfolio. Occasionally these talks are grim and can be uncomfortable. To show you what I mean,…
Something to Stress About
Ho Chi Minh is 11 hours ahead—an entire ocean and two plane rides from New York City. Yet, occasionally, in Vietnam for work/fun (I can’t tell these days), my older brother gets up earlier than he normally would to call me after I get home from work. Maybe he calls just to keep a pulse…
The Ugliest Sunset I’ve Ever Seen
In the article, I’ll attempt to answer why it’s important to plan for this ugly Sunset, the solutions the wealthy are using today to shield as much of their assets from this tax as possible, and why it’s crucial to act sooner than later.
They’re Just Trying to Scare You
This article is about how the economy is actually doing better than you think
Your Next Secret Weapon
Are HSAs a good idea for young professionals?
All For Nothing
If you or someone you know who is caring for someone with severe depression or struggling with mental issues, or caring for a parent showing signs of Alzheimer’s disease/dementia, these three things could save you a ton of added stress.
