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Building Wealth is One Phase. Positioning it is Next
Most entrepreneurs and leaders don’t build a business with the intent of exiting
They build it to support their lifestyles. Whether you are a hairstylist with a thriving book of business or an arborist managing a fleet of trucks, you likely started with a "lifestyle" mindset: freedom, income, and being your own boss.
Apr 245 min read


2025 Taxes, 2026 Markets: Planning in a Noisy Year
As we move through 2026, two perennial topics are once again top-of-mind for investors: income taxes and the stock market. While neither tends to inspire joy, both play a critical role in long-term financial outcomes. The good news? With thoughtful planning, neither has to be a surprise.
Mar 45 min read


Why Taxes, Not Seasonality, Should Drive Your Next Move
July has historically been the best-performing month of the year. So if you moved to cash last month, odds are you’ve missed a window of return that will be hard to recapture.
Seasonal market patterns—like “Sell in May” and the “Santa Claus Rally”—may have historical data behind them, but they are statistically weak predictors of future performance.
Missing just a few of the best market days (which often cluster around volatility) can derail long-term compounding—eve
Jun 8, 20254 min read


Don’t Panic. The Market Loves a Good Drama.
Yesterday, I tuned into CNBC and was treated to a chorus of alarm bells about recessions and tariffs. It reminded me of my two-year-old son,
Mar 18, 20253 min read
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