Investing Hindsight & Lessons Learned From Tesla Investing is a discipline that can make you look downright foolish. Sometimes, no matter how thoroughly you research

What Will Biden Inherit? Life in the pandemic has offered long stretches of mind-numbing boredom followed by bursts of intensity and chaos. The first half

Lowering Your 2020 Taxes Rightfully, many are concerned about the election and end-of-year tax planning. Both the presidential and congressional elections remain unknown. Furthermore, even

ESG Investing: Its Complicated Rarely does a day go by without some sort of “ESG” investment product being thrown our way. ESG stands for investments

The Psychology of Stock Splits and Free Trades With Apple and Tesla recently splitting their stock, it has renewed a question about the wisdom of

The New Gold Rush Whenever I repeatedly receive the same question from clients it makes us take a step back and ask why. In this

Non-Investment Lessons From 90 Years of Buffett  With Warren Buffett turning 90 this week there are volumes that can be written about his accomplishments. Most

Managing Sacred Investments The other day I was visiting with an acquaintance, Rusty. The coronavirus left him with lots of idle time on his hands.

The Texas Formula For Tesla It’s time to juice up the batteries. After months of speculation, Tesla founder Elon Musk revealed his new gigafactory will

Portfolio Management & The Presidency As sure as the sun sets each day, every four years, people obsess over what will happen if Candidate X

The Do It Yourself Refi Our clients, Megan and Blake, recently called asking for advice on an opportunity to refinance their mortgage. I thought this

Ivy League Lessons For Success I was recently asked to lecture a business class at Harvard. The class of in-coming sophomores were looking to enter