July 15, 2026
Do you own SpaceX? Maybe. If your investments include certain mutual funds, ETFs, or direct indexing strategies, you may already have indirect exposure to SpaceX—even though the company isn't publicly traded. Here's how to find out. If you own a broadly diversified ETF, index fund, or separately managed account, you may already have indirect exposure...
September 25, 2026
It’s a bit of a paradox, but while wealth can make life easier, it doesn’t necessarily make it simpler. In fact, as wealth grows, it often adds complexity to your financial life. The dollars multiply, but so do the decisions and the number of people involved in those decisions. Investments, retirement, insurance, taxes, and estate...
September 25, 2026
As the September Federal Reserve meeting has come and gone, we now look out at a landscape that is rather confusing for most investors, individual and institutional. In case you’ve missed it, here is a high level summary and then our thoughts on what’s next and what to watch for: On September 16th, the Kevin...
September 25, 2026
The first thing people often say when I tell them I have returned from my 5(+) day meditation retreat is… “I couldn’t do that”, “I can’t clear my mind”, “Go without my phone/technology for 5 days…impossible!” Well, I’m here to say: It’s possible The point isn’t to completely clear your mind And I bet you...
September 25, 2026
Equity markets rebounded in August, again led by technology and AI-related names. Bonds held relatively steady despite rising yields, but are also becoming a temporary drag on portfolio returns. Here's where things stood at the end of August: S&P 500 (TR): +2.7% in August, +13.1% year-to-date Dow Jones Industrial Average (TR): +1.5% in August, +11.8%...
August 20, 2026
Wherever you track your equity comp, whether that's a platform like Fidelity, JPMorgan, Carta or your company’s report, you’ll see the same core numbers: shares vested, shares still vesting, total share count, and current market value. For stock options, you'll also see your exercise price, giving you a clear, accurate snapshot of what you own. ...
August 20, 2026
There’s a strange kind of loyalty that builds up around a stock you’ve held for years. It’s rarely about the ticker anymore. It’s about what the position represents, a job you were proud of, a bet you made when nobody else believed in it, a decision from an earlier chapter of your life that turned...
August 20, 2026
This month, we’re focused on concentrated wealth: business ownership, real estate, individual stock positions, and company stock. As markets continue to hit all-time highs, it’s tempting to let winning positions ride rather than take a tax hit. But as experienced investors know, the time to think about taking some profits is when a holding is...
August 20, 2026
Section 530A "Trump" Accounts launched July 4th as part of the 2025 One Big Beautiful Bill Act (OBBBA). These new tax-advantaged accounts are designed to jump-start retirement savings for children, and like most new legislation, come with a unique set of rules. Here's what parents, grandparents, and other loved ones need to know. What is...
August 20, 2026
July Market Performance Equity markets posted mixed results in July, as investors rotated out of growth stocks into value and international. Despite a sharp pullback, the Nasdaq-100 still leads the major indices year-to-date. Bonds lost ground in July and now sit slightly negative year-to-date. Here’s where things stood at the end of July: S&P 500...
July 15, 2026
As the investing world whirled into a frenzy over the SpaceX IPO, and we also heard that investors will now be able to bet on the direction of financial markets (not just by traditional investing), I was left feeling like I had seen this movie before. Mark Twain has been quoted as saying: “History doesn’t...
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