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Founders
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Estate Planning Essentials: Leveraging Strategic Tools for a Lasting Legacy
Creating a comprehensive financial plan isn’t just about maximizing returns or minimizing taxes—it’s about building a legacy that lasts for generations. At the core of any robust financial plan lies a strategic approach to estate planning, utilizing tools like Transfer on Death (TOD) designations, wills, trusts, and strategic account ownership structures. While we don’t draft…
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Talk Your Chart | Feeling sentimental? Decoding Consumer Sentiment in an Expensive Market | Episode 52
Explore the intricate world of financial statistics with the latest from Talk Your Chart! This week, we want to know how expensive the market has gotten, how are consumers feeling about it, and where might we go from here. Join us as we delve into equity risk premium, CAPE ratio, layoffs, consumer sentiment, and the…
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Navigating New Horizons: A Legal Professional’s Financial Guide to Major Career Transitions
You’ve worked through law school and various phases of professional development—climbing the ladder, so to speak. With your hard work paying off, you may be presented with opportunities to transition to a new firm or partner-level role—which can have a major impact on your finances. And as a legal professional, there are unique opportunities, structures, and…
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Income Streams in Retirement
Expert Insight on Financial Planning for Retirement
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Talk Your Chart | Relative Versus Absolute: Zooming Out on the Economy | Episode 51
Brett looks for a replacement co-host and is reminded that the grass is rarely greener on the other side. Speaking of good reminders: It’s too easy to get lost in charts, especially when you forget to zoom out. In Episode 51, we’re focusing on keeping things macro and reminding ourselves that things aren’t always as…
