Conversations on Wealth
How Geopolitical Conflicts Impact Your Portfolio
As the United States engages in a significant military operation against Iran, it joins a long list of previous geopolitical conflicts and wars. This article looks at how markets have historically responded to similar conflicts, and through the lens of World War II, explores what could happen if the conflict expended.
When Your Company Stock Takes Off - Or Tumbles: Thoughts on Building Wealth While Managing Risk
Concentrated positions of company stock can lead to exceptional wealth and significant underperformance. With risk and return making up two sides of the same coin, what questions should you be asking yourself when it comes to your company stock? This article explores these questions through the lens of two real life examples: Micron Technology and Clearwater Analytics.
With dozens of different account types available to modern savers, each with their own unique rules and tax considerations, saving for your future is complex and the cost of misallocating funds can be expensive. This article explores two important questions: 1) Where should I save my next dollar? 2) How do I align that decision with my goals?
SALT Deduction Planning: For 2025 & Beyond
The One Big Beautiful Bill brings with it many important changes to the tax code. One of the most significant changes for high-income earners was the increase to the State and Local Tax (SALT) deduction. However, the rules are complex. Read more to make sure you're savings every dollar you can on taxes, and that you have a thoughtful plan in place to take advantage of the newly increased deduction.
Quarterly Market Updates
New Year 2026 Newsletter
Exponential Expectations, 2025 Performance Recap, 2026 Tax Guide, Savings Strategies for High Income Earners, and more.
Fall 2025 Newsletter
Top 10 Companies, Interest Rate and Inflation Dynamics, Choosing an Education Savings Account, Roth Conversion Considerations, and more.
2025 Mid-Year Newsletter
Tariff Impacts, SALT Tax Deduction Planning, Optimizing Retirement Account Withdrawals, and more strategic planning updates.