As we enter 2024, we share our thoughts on market consensus, some areas we see potential, and how we’ve positioned ourselves accordingly. 

Three tips for how to intentionally engage with our wealth and fight the inertia of money.

An overview of SLATs, when one might be appropriate, and potential drawbacks.

The benefits of having a financial advisor and planner in your corner.

A few thoughts on the impacts of a government shutdown and how it might affect your legacy.

With so many options and so many unknown future variables, here’s a quick guide on the most efficient way to save for your kid’s future. 

Looking for meaning in the good, the true, and the beautiful and utilizing planning to maximize your impact.

Like so many other things in life, when it comes to legal advice – you get what you pay for.