Financial Literacy & Fundamentals

What if back-to-school shopping could become a financial lesson? What if back-to-school shopping could do more than prepare your kids for the classroom? What if it could also become a small but meaningful lesson in financial decision-making? As a working parent, I know firsthand how quickly this season escalates. One day you’re enjoying the final…

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…

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…

The introduction of Name, Image, and Likeness (NIL) rights has reshaped the world of college athletics. Student-athletes can now profit from their personal brands by partnering with businesses, signing endorsement agreements, and monetizing their social media presence—opportunities that were unavailable to previous generations. From a financial advisor’s perspective, NIL represents both opportunity and responsibility. For…