Is One Bank Enough for High Net Worth Families?
We’ve kept all of our cash and investment accounts at one major bank for years. It makes life easier. But...
Crypto as Learning Capital: Teaching Smart Risk-Taking to Young Investors
Sep 6, 2025
“We regularly gift to our 23-year-old daughter, and she recently asked if she could invest $50,000 of her account in...
Direct Indexing: Tax-Smart Innovation or Overhyped Headache?
Sep 4, 2025
Listener Question:“A friend suggested direct indexing could give me an edge on tax loss harvesting, especially since I already donate...
NUA Strategy in Retirement: Smart Tax Move or Risky Concentration?
Aug 29, 2025
“I’m retiring next year and have $3 million in my 401(k), including $800,000 in company stock with a cost basis...
Protecting Wealth—and Relationships—When Lending to Loved Ones
Aug 28, 2025
“My brother is buying a new home but won’t close on his current home until after the purchase. He asked...
Moving Millions Overseas: How to Manage Currency Risk Wisely
Aug 27, 2025
Most of my assets are in the US, but I already hold about a million in Euros. I’m considering moving...
Gold Prices Are High—Is It Time to Sell?
Aug 21, 2025
Listener Question:“I inherited a collection of gold coins from my parents who always told me to hang onto them—gold was...
Should You Join a Private Club? 5 Steps to Make the Call
Aug 14, 2025
Listener Question:We were recently invited to apply for a private social club in New York. My wife is especially excited,...
10b5-1 Plans: Timing Your Diversification Strategy
Aug 9, 2025
Listener Question:I’m an exec at a large tech company with about 50% of my net worth in company stock. The...
When the College Fund Is Covered—What’s Next for Our Kids’ Future?
Aug 7, 2025
“We’ve been putting $12,000 into each of our two kids’ 529 accounts for a few years. The balance is now...