A Good Investment Year Can Still Create a Bad Tax Surprise Why portfolio returns and after-tax results are not the same thing WEEKLY BLOG 08/10/26 – 08/14/26 ­­ A rising portfolio feels like good news. ­­ Your investments are worth more. The strategy appears to be working. The statement looks better than it did at...Read More

Your Cash Is Earning More. So Is the IRS. Why the headline yield does not tell the full story WEEKLY BLOG 08/03/26 – 08/07/26   ­ Cash is finally paying people again. ­ After years of earning almost nothing in savings accounts, money market funds, and CDs, seeing a meaningful yield feels like a win....Read More

We’re All Tired of Optimizing Everything Maybe your life does not need another dashboard WEEKLY BLOG 7/27/26 – 7/31/26   ­ I checked my watch this morning to find out whether I slept well. ­ Think about that for a second. ­ I was there. I experienced the entire night. But apparently, I still needed...Read More

The Best Time to Share Wealth May Be When You Can Still See the Impact Rethinking when family wealth actually does the most good WEEKLY BLOG 7/20/26 – 7/24/26   ­ There is a strange thing about inheritance. ­ For many families, the money arrives when the children are already in their 50s or 60s....Read More

The Mid-Year Financial Checkup Nobody Actually Does ­ Why July Is One of the Most Important Months for Your Financial Plan WEEKLY BLOG 7/13/26 – 7/17/26   Most people think financial planning happens in December. ­ That is when retirement contributions get topped off, charitable donations are made, and everyone starts asking the same question:...Read More

Your Vacation Shouldn’t Have to Keep Up With Anyone WEEKLY BLOG 7/6/26 – 7/10/26  ­   Everyone is traveling right now. ­ Or at least it feels that way. ­ Open Instagram for five minutes and it looks like every family you know is in Europe, at the beach, on a boat, at a resort,...Read More

Freedom Is Built Before You Need It WEEKLY BLOG 6/29/26 – 7/3/26   ­ This weekend, America turns 250. ­ There will be fireworks. Flags. Parades. Cookouts. Speeches about freedom. ­ And all of that matters. ­ But in real life, freedom usually looks quieter than that. ­ It looks like choices. ­ The ability...Read More

You May Own More AI Than You Realize Why index funds and 401(k)s may carry more concentration risk than most investors expect. WEEKLY BLOG 6/1/26 – 6/5/26 ­ Most people do not think of themselves as AI investors. ­ They think they own a 401(k). Or an index fund. Or a target-date fund. Or “the...Read More

The Small Things On grief, joy, the Knicks, and what we are really working for. WEEKLY BLOG 6/15/26 – 6/19/26 I’ve been waiting more than 40 years to write these words. The New York Knicks are champions. For anyone who isn’t a sports fan, that sentence probably doesn’t carry much weight. For people like me,...Read More

The Fed Is Waiting. Your Financial Life Shouldn’t. Why rate decisions matter, but should not run your plan WEEKLY BLOG 6/8/26 – 6/12/26 ­ The next two weeks are going to be very Fed-heavy. ­ The May jobs report just came out. CPI is scheduled for Wednesday. The Fed meets the following week. Markets will...Read More