Navigating Wealth: Insights

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...

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...

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%...

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. ...

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...

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...

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...

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...