NewsLetter, Vol. 17, No. 2 – June 2024
Delve into candid musings and insightful reflections from one of our founders. A refreshing take on the world of finance—straight from the source.
Categories
Recent Insights
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Retirees have questions for financial advisers. Here’s what they want to know.
Roughly a third want advice for what to do with the money in their former workplace plan, while nearly 3 in 10 want a withdrawal strategy that turns savings into retirement income. Others seek help with taxes, long-term care planning, debt reduction, or estate planning.
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Markets & Mindset – July 2026
Lane Jones, Principal and Chief Investment Officer, and Marcos Segrera, Principal and Wealth Manager, help you make sense of what’s happening in today’s markets — and how to stay focused on what matters most.
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Do You Have More Spatulas Than Financial Accounts? A Case for Consolidation
We added another wooden spatula to our kitchen recently. And when I say another, I mean to an already impressive collection. At this point, we could host a dinner party for 15 people and assign each dish its own spatula. Is that necessary? Probably not. But I am not the chef or the party planner—and…
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The Cost of a Good Idea — And What Golf Taught Me About Leaving It Alone
I started playing golf about a month ago. And let me be honest with you — it’s the most humbling thing I’ve done in recent memory. I grew up playing baseball, so I figured I’d have at least a fighting chance. The coordination, the swing mechanics — how different could it be? Turns out, very.…
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Do You Own Your Time?
When a full calendar feels like success I am infamous for having a calendar booked for months in advance. When this first started happening, it felt good. Early in my career, I didn’t have enough work to fill my time, so the goal was simple: get as many meetings booked and clients closed as possible.…
