SUBSCRIBE TO STAY UP TO DATE

How To Protect Your Digital Assets
How To Protect Your Digital Assets

Emails, text messages, airline miles, cloud storage, social profiles How much wealth is represented by your digital assets? “I don’t have any papers – everything is online.” Have you heard this line before? Well, that’s great until it isn’t. Wealth is in jeopardy if...

How Do You Stay On Track?
How Do You Stay On Track?

​Do you feel like your finances are out of control?  Or do you assume you’re “on track” because you choose to ignore the topic altogether? These are normal feelings! Money is just as much about emotions as it is about spreadsheets. Here are 5 tips to gain confidence...

Installment Sales to Grantor Trusts
Installment Sales to Grantor Trusts

What are tax rates going to be in 20 years? What will estate taxes look like in 30 years? How can you protect your family's wealth for generations to come? While we can't predict the future, we can introduce you to a strategy that exists today: Installment Sales To...

Lego Monster
Lego Monster

Legos, Financial Planning, & the Markets Our middle son Graham is obsessed with Legos these days. I began to sweat when we embarked on assembling the 3-in-1 Alligator/Snake/Frog 343-piece set he received. After opening the box and slowly reviewing the instruction...

What’s A Direct Indexing Strategy?
What’s A Direct Indexing Strategy?

Direct Indexing – Your Top 6 Questions Answered   What is it? Direct indexing is an investment strategy where an investor tracks the performance of a specific index with two goals in mind: Track the return of the index. Generate "tax alpha." This is achieved by...

Risk vs. Luck
Risk vs. Luck

Are risk and luck the same thing, just with different outcomes? Let's define these terms: Risk: A situation involving exposure to danger. Luck: Success or failure brought on by chance rather than one's actions. After reading Morgan Housel's book, The Psychology of...