Resources
Insights on money, family, taxes, and everything in between.
12/30/25
Most investors chase returns. The smart ones design around taxes. Right now, the market has created a rare tax opportunity hiding in plain sight - and it’s so simple most people will overlook it.
9/17/25
Ray Dalio warned us that the old order is breaking down (Part 1). Scott Bessent is moving the chess pieces to defend the dollar (Part 2). Now we turn to the man who may hold the master plans in his hands: Stephen Miran: the economist whose blueprint could become the foundation of America’s dollar strategy.
8/12/25
If you’ve been in the investing world long enough, you know that some of the most influential people in finance aren’t the ones doing interviews on CNBC. They’re the people designing the chessboard. Scott Bessent is one of those people.
7/10/25
Everyone’s watching inflation, interest rates, and elections - but few are asking the deeper question: What happens when the entire global system that props up the U.S. dollar starts to fracture?
3/16/25
The difference between struggling for customers and having them seek out your business comes down to one simple shift almost no one makes.
3/2/25
For years, experts have warned of the dollar’s decline - but is that the real story? Beneath the headlines, a different pattern is emerging, one that reveals who truly controls the global economy.
3/1/25
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.
1/20/25
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.
9/26/24
When evaluating your first investment property, it’s easy to get caught up in flashy features, but true success lies in understanding the market and making strategic choices. At Grand Vision Family Office, we recently walked a member through the process of assessing a potential Airbnb property, uncovering insights that go far beyond the listing price.
7/30/24
The recent announcement of Joe Biden's decision not to seek re-election marks a significant turning point in American politics. While the immediate reactions have been varied, it's crucial to delve into what this means for the financial well-being of the average American.
1/11/24
The story of healthcare and big business is being written right now. You don’t want to be the Blockbuster in the Netflix story! You don’t want to leave yourself vulnerable as a result of these 2 crucial aspects.
12/19/23
I was lying in the street, blood flowing from my body, and 2 bones sticking out where my hand used to be. The world came to a stop, and I had to make a decision.
7/21/23
Once upon a time, in a bustling city, two young doctors set out on a journey of financial freedom. Dr. Edmund and Dr. Leo, surgeons in the local orthopedic group, had managed to save $200,000 each. As they embarked on their careers, they knew they had to invest this money wisely for a comfortable and secure future...
4/1/23
Like treating a high-risk medical case, wise physicians work with specialists to ensure the security of their financial future.
3/23/23
The wrong decision today will have major consequences down the road. So, what is the right decision?
3/21/23
Is your GPS properly set for the road to retirement? The destination may be further than you thought if you weren’t prepared for the 4% rule.
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