
Money, Family, Taxes, and Everything in Between.
Wisdom That Outlasts Wealth: Lessons From the Previous Generation
He wasn’t loaded rich, but he understood wealth in a way most people never will. Decades later, I see the same spark in my son. It is likely the greatest legacy we could ever leave.
The Lesson I Learned Sitting on a Bench in the Cold
I almost said no. Sitting on a cold bench for an hour while my $180 lift ticket ticked away felt like a waste—until I saw the look in my 5-year-old son’s eyes. What I thought was lost time turned out to be one of the most valuable lessons I’ve ever learned about perspective, presence, and the moments we don’t realize we’ll never get back.
*These articles are opinion. It is not financial advice, nor is it an offer to sell a security. Anyone interested in investing must first schedule a call with our team and review our private placement memorandums before investing or joining.