After starting the year with equities down -20% near the end of the first quarter, 2025 turned out...

At the end of 2024, we noted Bitcoin looked overextended. Q1 validated that view, with a healthy...

Key Takeaways:

• Bitcoin as a "Zero to One" investment offers unique long-term growth potential.
• ...

Principles guide our behaviors even when we aren’t aware of them. They are fundamental truths,...

When you think about the word “inheritance”, what comes to mind? If you are like most, then money...

I have the privilege of interviewing families to capture their money story, a blessing to their...

We are obsessed with culture: how to create it, sustain it, and multiply it . But culture isn’t...

Welcome to day two of our Financial Basics information

Today, we are taking on a subject that is...

Welcome to an opportunity to bond with your children and to teach them some valuable lessons they...

I recently went on a wine tour that included a tasting from a winery called “7 Generations”. Their...

Have you wondered how much money is appropriate to give to your kids?

I had the opportunity to...

In 1984, a young kid named Daniel moved to California and quickly became the target of a group of...

King David’s son, Solomon, stewarded abundant wealth with great wisdom. But what of David’s...

Remember David, the kid who killed Goliath, the giant? He started as a shepherd boy and went on to...

Could something as simple as sharing family stories around the dinner table or while on vacation...

In my last blog post, I highlighted the reality of relational risks (the “Why?” behind your...

Our clients often ask us for advice on helping educate the next generation about investing...