I’m honored to be featured as the cover story in the June edition of the Journal of Financial Planning! Thank you to the Journal of Financial Planning for the opportunity to share insights on navigating volatility with clarity and discipline. Link: financialplanningassociation.org/learning/publi…

One of the most valuable lessons I’ve learned is to think in probabilities. When evaluating a business or investment, create a range of scenarios, assign probabilities to each, and calculate your median expectation. Link: podcasts.apple.com/us/podcast/sma…

I had the pleasure of joining the Registered Investment Advisor Podcast to discuss building a modern advisory practice, creating meaningful impact for clients, and why personalization is the future of wealth management. Watch the full conversation here: youtube.com/watch?v=UJd0n4…

One thing I try to instill in young professionals is that you are responsible for your own development. Mentors can show you the path, but only you can walk it. I dive into this in my interview on the Grow Your Business, Grow Your Wealth podcast. Link: youtube.com/watch?v=ELr0RM…

Just like I trust my doctor without knowing how to interpret blood tests, many people don't fully grasp their financial picture. On our team, we take the time to change that by not just delivering reports but explaining them in plain language. Link: podcasts.apple.com/us/podcast/sma…

When clients start to grasp the small, consistent steps that lead to big financial outcomes, everything changes. I talked more about this approach on the Grow Your Business and Grow Your Wealth podcast. Link: podcasts.apple.com/us/podcast/sma…

The future of preventive health is here. A Stanford team has developed a blood test that reveals how fast each of your major organs is aging. This could transform how we detect and treat disease- before symptoms appear. For professionals focused on longevity, wellness, or

I’ve read the Journal of Financial Planning for years, so it’s a real honor to be featured as the cover story in their June issue. Grateful for the opportunity to contribute to a publication that’s shaped so much of my thinking. Read the full piece: financialplanningassociation.org/learning/publi…

On my appearance on The Investing for Beginners Podcast, I broke down how valuing a company is a lot like owning a 4-family apartment complex. Watch the clip to hear how I explain this to clients in plain English and why this mindset shift helps investors think like pros.

On my recent appearance on The Investing for Beginners Podcast, I talked about why candid communication from company leadership matters just as much as the numbers. Watch the clip to hear how we apply this mindset in real-world investing.

If you’re not actively managing risk or making strategic shifts, then you’re simply underperforming by the amount your advisor charges. That’s why a top factor you should focus on in a risk-neutral strategy is the cost of portfolio management. Link: youtube.com/watch?v=ELr0RM…

You deserve a team with a systematic process in place. Just like a surgeon follows a checklist, your financial team should know when fear is rising—and proactively reach out to you, not the other way around. Link: youtube.com/watch?v=ELr0RM…

On The Investing for Beginners Podcast, I explained how professional investing starts by asking: What’s the best a scenario could be? What’s the worst? Watch the clip to hear how we use this framework to build smarter investment models.

Thank you, Liz, for your generous review of Time Ahead! One of my main goals in writing Time Ahead was to cut through the noise of financial jargon and provide clarity without oversimplifying. It’s rewarding to know the book is doing just that. To everyone who’s read Time

In our industry, the gold standard for performance verification is called GIPS—Global Investment Performance Standards. These are audited reports that show how a firm’s clients have actually performed compared to benchmarks, net of fees. Link: youtube.com/watch?v=ELr0RM…

Thank you, Amy, for sharing your kind words. I wrote Time Ahead to make investing accessible while also looking at the bigger picture of how our financial decisions shape the future. It’s encouraging to see that message resonate. If you’ve read Time Ahead, I’d love to hear

On The Investing for Beginners Podcast, I explored a big idea: What if people live significantly longer- and stay healthier? Watch the clip to hear how longevity isn’t just a healthcare story- it’s a financial one too.

Hearing that the book is helping readers make wiser, more timely investment decisions is exactly why I wrote it. Thank you, Ali, for highlighting the importance of using time as your greatest financial ally. To everyone who’s read, shared, or recommended Time Ahead- your support

In Chapter 21 of Time Ahead, I explore how autonomous driving won’t just change transportation- it will transform time. Imagine gaining back 375 hours a year- the equivalent of 10 extra working years over a lifetime. That’s what Level 5 self-driving technology promises. Less

Thank you, Ivory, for your generous review of Time Ahead: Investor’s Guide to Prosperity and Impact. I’m so glad the book resonated with you! If you’ve read Time Ahead, I’d love to hear your thoughts too! Your feedback helps others discover the book and join the conversation on