As an Advisor, the topics I help provide solutions to tend to go in cycles. There are times when I am helping clients rebalance their portfolio. After tax season, I often provide clients with recommendations regarding what they can do to improve next year’s tax efficiency. Many of my clients are c...
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Summer 2024 is officially here. Time for family vacation, staying cool by the lake, and looking forward to monsoon season. Summer brings a great energy that is unique from the rest of the year. The kids are excited to be out of school and spread that positive sort of kinetic energy everywhere they g...
When people are offered new jobs or promotions, emotions are heightened because the process can move quickly. You’re presented with new information, and you need to make decisions in a timely manner. As a part of your new compensation, you see RSU. You’ve seen it before and know it’s beneficia...
When the temperatures here in Phoenix start rising each year, desert-dwellers share one thought in common: It’s time to escape for a while. For many, dreams of owning a getaway in a more temperate climate, whether cooler or warmer, abound. Some years ago, clients of ours built a cabin in the White...
Graduation season is winding down here in Arizona, and with it came a wave of nostalgia. My grown sons are nearly done with this stage of life. While there were ups and downs along the way, each year seemed to bring some new, more complex challenges in and out of the classroom. Their minds expanded ...
Life is like a river. Forgive the analogy, I spent years as a Grand Canyon rafting guide. Sometimes, the current is leisurely, other times a rushing torrent. In some places, obstacles create hazardous rapids but around the bend, the water runs tranquil. One of the most important pieces of gear while...
I often wake up around 2:00 a.m., a symptom of failing to fully turn off my brain for the night. Most of the time, I am back to sleep within twenty to thirty minutes, having resolved whatever debate I was having with myself. This one I can’t get out of my head or settle until […]...
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