Eggs Bacon & Money
Do You Need Wealth Insurance?
Why standard coverage may fall short once your net worth begins to climb Most Americans know the names of insurance companies like Geico, State Farm, or Allstate. These companies do a great job serving the needs... Continue Reading
Why Am I Always Worried About Running Out of Money?
One of the most surprising conversations we have with wealthy successful people isn't about investing. It's not about stocks, bonds, taxes, or even retirement accounts. It's about fear. Specifically, the fear... Continue Reading
25 Quotes About Money That Defined the Last 250 Years
This weekend, America turned 250. A quarter of a millennium of building, breaking, rebuilding, and reinventing. Through revolutions, depressions, wars, booms, busts, and now a digital age that would have been... Continue Reading
The Terminal Takeover: What Tip Creep Is Telling Us About the American Consumer
For investors, the most interesting economic signals are often the ones hiding in plain sight. Right now, one of them is showing up at the checkout counter. You know the moment. You walk into a shop, order a drip... Continue Reading
The Biggest Mistake When You Inherit an IRA
When someone inherits an IRA, emotions often take over before logic does.A parent passes away. A spouse dies unexpectedly. A loved one leaves behind a retirement account that may represent decades of hard work and... Continue Reading
Moving From 10,000 to 4,000 Square Feet May Be the Best Financial and Lifestyle Decision You Ever Make
For many successful entrepreneurs and affluent families, the dream house was a symbol of achievement. The 10,000-square-foot estate, sprawling grounds, multiple living areas, guest suites, and every luxury amenity... Continue Reading
From Shag Carpet to High Finance - Moving Beyond the Cash Mindset
I can still see that pea green shag carpet I was lying on in our little one-story Dunwoody house, circa 1976. I was playing with my Steve Austin action figure — you remember, the Six Million Dollar Man! Anyway, our... Continue Reading
The Hidden Price Tag: Why “Surveillance Pricing” Could Be the Next Big Money Fight in America
There's a new phrase Americans need to learn fast: surveillance pricing. And if you've ever searched for a plane ticket, looked at a hotel twice, or noticed prices mysteriously changing online, you've probably... Continue Reading
The Agent Economy, Nvidia's Reality Check, and the New Corporate Rulebook
Matt Goldstein, Chief Investment Officer This is not 2000. As we look at the current market landscape, the loudest narrative in the mainstream media is that we are floating in an AI bubble waiting to pop. But... Continue Reading
Can Legislation Help Housing Affordability and Supply?
In a political climate where agreement is a rare commodity, Washington appears to be moving toward a bipartisan breakthrough on housing. Both the House and the Senate have now passed versions of what's being... Continue Reading
Honoring What Was Built: A Guide to Receiving an Inheritance
There's an old saying in America: "Shirtsleeves to shirtsleeves in three generations." One generation builds it. One generation enjoys it. The next generation loses it. That's exactly why receiving an... Continue Reading
The Great Global Wealth Migration: Why Capital Is Quietly Packing Its Bags
If you've spent any time around our team, you've likely heard a version of this before: capital is the ultimate free agent. And right now, it's on the move. We are living through one of the most significant... Continue Reading
