top of page
Search


Super Bowl (and Estate Planning) Hot Takes
What the Super Bowl revealed about leadership, legacy, and impact—through strategic decision-making, stewardship of wealth, and the power of culture on a global stage.
Feb 10


We've Entered Phase 3 Billionaire Takeover
What can you buy with billions that you can't buy with hundreds of millions? Nothing good. Why the behavior of billionaires has become so dangerous to our democracy, and what we can do about it.
Sep 11, 2025


Like It or Not, You Probably Own Tesla Stock
We often unknowingly support companies that don't align with our values, through our investing. Whether it's with a retirement or brokerage account, we may be funding the very actions we vote and protest against. This article breaks down how we can find out where our assets are invested, and what we can do to change those that are not aligned with our values.
Apr 24, 2025
bottom of page
