Do We Change for Change, or Do We Change for the Better?
At age 90, my mom finally got a cell phone with texting capability. She decided to get a cell phone because she heard this technology would allow her to connect with her grandkids and great-grandkids directly. I was with her . . . >> Read More
Underperforming Assets: Have you Tuned in to Diversity?
Recently, a client came to me wanting to talk about his portfolio. He had concerns that some of his assets were underperforming. This surprised him because he thought the market had been performing well this year — and he assumed . . . >> Read More
This is My Turn — Making Changes to Immigration
How can we fix the state of immigration in our country? While it is a complex subject with countless opinions, there are steps that can be done to change things, especially as they relate to taxes and health care. What . . . >> Read More
How Will You “Pay It Forward” to the Next Generation?
I recently had the opportunity to sit down with a sixth-generation business owner. During our conversation, we talked about their legacy and what they hoped to leave to the next generation. Many people feel they are not rich enough or . . . >> Read More
Should You Invest in the next Apple or Amazon?
Well, we’ve finally come full circle! We are getting into the social club business. I say this with a bit of a laugh, but it’s true. Starting on Monday, July 1, 2019, we will be holding a meeting comprised of . . . >> Read More