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October 14, 2025

Stop Letting Uncle Sam Eat Your Returns: Why High Earners Need a Real Tax Strategy, Not Just Index Funds

Stop Letting Uncle Sam Eat Your Returns: Why High Earners Need a Real Tax Strategy, Not Just Index Funds     ...
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October 10, 2025

When Washington Shuts Down, but Markets Don’t

When Washington Shuts Down, but Markets Don’t     Every few years, Washington reminds everyone how broken the system can feel....
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September 29, 2025

Don’t Forget the IRS Wants Their Cut

Don’t Forget the IRS Wants Their Cut    Every December, the same thing happens. Someone calls in a panic because they...
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September 22, 2025

Fed Cuts, Mortgage Rates Climb: What It Means for You

Fed Cuts, Mortgage Rates Climb: What It Means for You   On September 17, 2025, the Federal Reserve cut its short-term...
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September 15, 2025

How We Helped a Client Unwind a $640K Position, Without the $197K Tax Hit

How We Helped a Client Unwind a $640K Position, Without the $197K Tax Hit     I have a client who lives...
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September 4, 2025

Mastering the Mind: The Empty Boat and the Biases That Steer Your Finances

Mastering the Mind: The Empty Boat and the Biases That Steer Your Finances    Money is supposed to be rational. Numbers...
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August 25, 2025

Tariffs Are A Hidden Tax We All Pay

Tariffs Are A Hidden Tax We All Pay     Tariffs sound like something out of an economics textbook. They are not...
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August 11, 2025

Overlooked Social Security Rules That Can Make or Break Retirement

The Overlooked Social Security Rules That Can Make or Break Retirement     Social Security has a way of turning a...
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July 29, 2025

Active vs Passive in 2025: Who’s Winning?

Active vs Passive in 2025: Who’s Winning?   Cutting Through the Noise   There’s always noise in investing. Fund managers make...
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July 14, 2025

Who’s Shaking the Jar?

Who’s Shaking the Jar?   There’s this viral story floating around the internet that goes something like this: You put 100 black...
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July 7, 2025

The Sugar High of Hype: Why True Financial Planning Isn’t Sexy… But It Works

The Sugar High of Hype: Why True Financial Planning Isn’t Sexy… But It Works Back in 2023, you couldn’t walk into...
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June 30, 2025

The Money Talk That Isn’t Really About Money

The Money Talk That Isn’t Really About Money   There’s something quietly powerful about Sunday afternoons. They’re not the weekend anymore,...
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June 23, 2025

Headlines, Bombs, and Balance Sheets: What Military Strikes Really Mean for Your Portfolio

Headlines, Bombs, and Balance Sheets:  What Military Strikes Really Mean for Your Portfolio    Over the weekend, the United States launched...
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June 16, 2025

Stop Trying to Time the Market: Do This Instead 

Stop Trying to Time the Market:  Do This Instead    There’s a quote I think about often: “More money has been...
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June 9, 2025

How Things Feel vs. How Things Are: The Bias Costing You Real Money 

How Things Feel vs. How Things Are: The Bias Costing You Real Money   There’s a quote that’s been living rent-free...
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June 2, 2025

This Is What Happens When You Bet on Yourself

This Is What Happens When You Bet on Yourself   Seven years ago, I walked out the doors of the financial...
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May 27, 2025

The Dream, the Fear, and the Honda Accord

The Dream, the Fear, and the Honda Accord   This past weekend, I was at a Memorial Day BBQ chatting with...
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May 12, 2025

Through the Chaos: What This Economic Whirlwind Can Teach Us About Long-Term Investing

Through the Chaos: What This Economic Whirlwind Can Teach Us About Long-Term Investing   If you’ve been watching the stock market...
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May 9, 2025

What the New York Knicks Can Teach Us About Money, Leadership, and What Really Matters

What the New York Knicks Can Teach Us About Money, Leadership, and What Really Matters    The Veteran Who Hasn’t Played...
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May 5, 2025

When Winning Isn’t Winning, In Youth Sports or In Life

When Winning Isn’t Winning, In Youth Sports or In Life   This past weekend, I had one of those parenting moments...
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April 21, 2025

Forefront Market Notes: April 21st

Forefront’s Market Notes April 21st, 2025   U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to...
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April 10, 2025

Why Market Volatility is a Crucial Opportunity for Couples to Strengthen Their Financial Connection

Now is the Time: Why Market Volatility is a Crucial Opportunity for Couples to Strengthen Their Financial Connection ­ In times...
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April 7, 2025

When the Headlines Get Loud, Remember the Long Game

When the Headlines Get Loud, Remember the Long Game   The past few weeks have felt like déjà vu: economic headlines...
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April 4, 2025

Tariffs Are Back — But Haven’t We Learned This Lesson Before?

Tariffs Are Back — But Haven’t We Learned This Lesson Before? ­ On Wednesday, the U.S. government announced a sweeping series...
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March 31, 2025

Forefront Market Notes: March 31st

Forefront’s Market Notes March 31st, 2025   Stocks moved lower last week as investors swung from exuberance to disappointment on news...
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March 24, 2025

What Does “Enough” Look Like for You? (Hint: It’s Not on Instagram)

What Does “Enough” Look Like for You? (Hint: It’s Not on Instagram)   The other day, I saw an ad for a...
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March 17, 2025

Investors Aren’t Rewarded for Predictions – They’re Rewarded for Preparation

Investors Aren’t Rewarded for Predictions They’re Rewarded for Preparation ­ There’s no shortage of people trying to predict what the market...
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March 12, 2025

The Market Just Dropped – Now What?

The Market Just Dropped – Now What?   ­ If you’ve been investing for more than five minutes, you’ve probably felt...
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March 10, 2025

Navigating Market Volatility: Why Smart Investors Stay the Course

Navigating Market Volatility:  Why Smart Investors Stay the Course ­ There’s an old saying: “The stock market is designed to transfer...
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February 24, 2025

Forefront Market Notes: February 24th

Forefront’s Market Notes February 24th, 2025   Stocks fell last week as concerns about sticky inflation and the pace of economic...
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Recent Posts

Stop Letting Uncle Sam Eat Your Returns: Why High Earners Need a Real Tax Strategy, Not Just Index Funds
October 14, 2025
When Washington Shuts Down, but Markets Don’t
October 10, 2025
Don’t Forget the IRS Wants Their Cut
September 29, 2025

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