How Safe are Brokerage Assets This spring has brought more than just crazy weather. With two of the three largest bank failures in U.S. history

The Consequences Of Bad Tax Policy To assess motivations, follow the money. This is true of paychecks, incentive compensation plans and corruption. A version of

The Misplaced Buyback Tax On December 27, 2022, the Inflation Reduction Act unleashed a new tax on society. This provision assesses a 1% surcharge on 

Thirty Years Of Financial Lessons This month marks my 30th anniversary in the financial services industry. Time flies. The industry remains immensely challenging, ever-changing and

The Power of Compounding In a recent class, my students at Texas Lutheran University were reviewing their investment portfolio. Since inception nearly fifteen years ago,

Good-Bye To My MVP With every sport and season there is an MVP. And yet, this award is never given for being a good family

Financial Strategy For The New Year With the New Year upon us, I recently had a conversation with a client to assess the year in

Investment Lessons From 2022 Regardless of investment preferences, this has been a tough year. However, it’s only a waste if nothing was learned in the

Ten Things To Know About Sam Bankman-Fried & FTX Recently, Sam Bankman-Fried (SBF) has been on the news for the wrong reasons. SBF is another

Giving Thanks We live in a world that is challenged. Many think this is the worst it has ever been. The war in Ukraine is

Learning From Investment Greats If David Rubenstein walked by on the sidewalk, you probably wouldn’t notice him. However, in the world of private equity, he

The End Of The Dollar Over the last six months, several clients have posed questions regarding “the end of the dollar.” Underlying this fear is