NewsLetter, Vol. 19, No. 1 – March 2026
Delve into candid musings and insightful reflections from one of our founders. A refreshing take on the world of finance—straight from the source.
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Recent Insights
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Thoughtful Investing Through Diversification: Building Portfolios for an Uncertain World
Thoughtful investing requires more than selecting investments and letting them run. Portfolios evolve as markets move, risk shifts over time, and allocations naturally drift. Over time, even well-constructed portfolios can begin to behave differently than originally intended if they are not built and maintained with discipline. That discipline begins at the construction level. Diversification is…
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Key Considerations Before Selling Real Estate in Florida: Taxes, Exemptions, and Planning Strategies
Selling real estate is often framed as a market decision—when to list, how to price, and whether conditions are favorable. Just as important, however, are the tax and planning implications that determine how much of the sale you ultimately keep. Whether you are selling a primary residence, a rental property, or a long-held investment, the…
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Talk Your Chart | The Human Advantage | Ep. 78
In Episode 78 of Talk Your Chart, Marcos and Brett explore what today’s market is really responding to, from inflation and interest rates, to earnings, stock selection, and the growing role of AI. They discuss why successful investing often comes down to patience and behavior, and why human judgment, connection, and trust still matter in…
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Are Property Taxes Going Away in Florida?
Florida property tax reform is a meaningful planning issue, but it is far from a done deal as there is currently no consensus plan from the Legislature to be put before voters in the upcoming November 2026 elections. Previous proposals have focused primarily on reducing — and in some versions ultimately eliminating — the non-school…
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Is Wine an Investment? A Financial Advisor–Sommelier’s Perspective on Wine as an Alternative Asset Class
My professional life sits at the intersection of wealth management, wine, and winemaking—giving me a unique perspective on balancing long-term planning with the enjoyment of the journey along the way. As a wealth manager, sommelier, and winemaker, I’m often asked a deceptively simple question: Is wine a legitimate investment? My answer is always the same—it’s…
