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Articles

April 1, 2025

The Flat Part of the Curve

Last night I had a mini-meltdown.​Shocking, I know. You probably think I’ve got it all together, always have control over my emotions, and live in the zen of a carefully...
March 26, 2025

Why I Sold My Lambo

I’ll never forget making my dad drop me off a block away from school so no one would see our car.​It was a 1985 Pontiac Bonneville. It was a massive...
March 25, 2025

Free is the New Rich

I always find this week to be one of my favorites of the year.​There’s something electric about the energy of pausing to reflect on the year that’s gone and setting...
March 24, 2025

Are your returns rooted in reality?

The other day, a client called me excited about their new investment opportunity - a private credit fund promising 15% returns. They had invested a significant portion of their net...
March 23, 2025

How a single word can change your life

Every December, I choose one word to guide my next year. Not a resolution. Not a goal. A single word that becomes both my compass and my challenge. It’s not...
March 22, 2025

Are you worthy of wealth?

his week, I read a sobering statistic that’s been living in my head rent-free:​​70% of wealthy families lose their wealth by the second generation, and 90% lose it by the third. Conventional...