I'm curious what other advisors think about the tradeoff of contributing to a retirement account and building up emergency fund versus paying off high-interest rate credit card debt. Which do you prioritize?

Just had a tremendous day in Indianapolis meeting with clients. The reason it was so good: deep discussions around purpose and meaning and using wealth to do good.

Chips on shoulders put chips in pockets.

Maybe the greatest sentence ever written by human hands (Jefferson with edits from Franklin and Adams): We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain inalienable Rights, that among these are Life,

"No one is a victim. If you don’t like where you are, change. It’s always your move. Exercise the option to do something different. Will it be difficult? Probably. But if you’re stuck, settling, or just plain miserable, the status quo is just another kind of hard." -Joy Lere

Hit me up.

If you’ve had a memorably good experience with a wealth management firm, what is the thing that struck you about the experience?

Max lifetime limit of $35k and subject to annual Roth contribution limits.

The his looks absolutely brilliant. @uVestAdvisory want to go see it?

Why cap the Dependent Care FSA at $5,000? Have you seen daycare expenses?

The reward for great work is more work.

A true legend. “Develop into a lifelong self-learner through voracious reading; cultivate curiosity and strive to become a little wiser every day.” - Charlie Munger

"The rest of the world can be dirt cheap compared to the US, but if there’s no relative earnings growth, then that valuation gap can persist." Jurrien Timmer

$COST sold $100 million is gold bars is 2023. Precious metal sales drove 18% y/y growth in their e-commerce business.

If everyone likes you, you're not a very interesting person. Use authenticity as a filter. Be Yourself.

Don't play games where the downside is substantial - like losing your multi-million dollar contract versus sports betting on a few games.

The Advisor’s Creed - “Compound interest is the eighth wonder of the world.”

Wow! MSG rocking after that sequence.

Can’t wait to watch the Indiana Pacers end the NEW YORK KNICKS season at MSG on Sunday.

Let’s go!