What Holistic Planning Actually Means for Investors For decades, the wealth management industry has trained investors to think in terms of portfolios. Performance, asset allocation, and benchmarks have become the industry’s love language. And while those elements…

More and more these days, I sit across from clients who have worked 25+ years at a big oil/gas company where they have saved aggressively to their company sponsored plans and invested wisely. They have reached a…

For decades, the traditional wealth management model has followed a familiar and predictable arc. A business is sold. A company goes public. A substantial restricted stock position vests. An inheritance is received. And only then does the…

It is no secret that companies are staying private longer. The trend has been well documented for years. But the numbers keep getting more extreme, and the financial implications for employees holding equity in these companies are…

Retirement marks a monumental chapter in life. For many, your retirement years can span for 30 years or more. In fact, this stage of life may even outlast the time you’ve spent working! So it’s no wonder…

A question I’m commonly asked is, “How much cash should I really have?” What clients are really asking is how much they should hold in liquid, readily accessible funds, typically within a savings or cash equivalent account.…