Eggs Bacon & Money
What You Keep Matters More
If you've spent any time around us, you've likely heard a phrase we come back to often: "It's not what you make, it's what you keep." That's not just a clever line, it's an integral part of how we think and act... Continue Reading
The Ultimate Wealth Flex: Decoding the “PJ” Dream
Nothing signals you've "arrived" quite like the image of walking across the tarmac to your own private jet. Whether it's whisking the family off to Turks and Caicos or getting your partners to Dallas for a midday... Continue Reading
Fraud Tactics Targeting Taxpayers in 2026
Tax season is one of the most financially vulnerable times of year for American households — not just because of what you owe, but because of what fraudsters want to steal. Here's what you need to know to make... Continue Reading
Your Home Office: Tax Boon or Audit Bait?
Happy Masters Sunday! If you're anything like me, The Masters will be on every TV in the house, including the one in the home office. Ah yes, the home office. Make no mistake about it, your home office could be... Continue Reading
Death by a Thousand Fees: The Hidden Economics of Convenience
Fast food junkies. You didn't suddenly get hungrier. You just got charged more. Somewhere between tapping your phone and hearing that familiar "order complete" chime, your $8 McDonald's meal quietly ballooned into... Continue Reading
The Midterm Rhythm: Why Market Volatility Is Part of the Plan
It's been a spring with headlines whipsawing the market—but keep in mind, this volatility isn't just a result of conflict in the Middle East. In fact, there's a historical norm in play. The Midterm Rhythm:... Continue Reading
Energy Shocks, Volatility, and the Resilient Path Forward
The recent market volatility continues to be dominated by the Middle East conflict involving Iran, with the most immediate and significant headwind being the sharp surge in oil prices. Brent crude has climbed... Continue Reading
You Don't Hate Taxes. You Just Hate Not Understanding Them.
Every March Americans perform the same ritual. Three Hail Mary's for a tax refund. You open an envelope, log into software, or sit across from a preparer and brace for emotional impact. Not financial impact.... Continue Reading
The Great Evolution: AI, Adaptation, and the Investor Class
This week's Farmer's Market is inspired by two realities, one the whole world is watching unfold in real time, and one that's a bit more personal. The public reality is obvious. Headlines have been dominated by... Continue Reading
Inside the Black Box: Planning for Social Security Before it's Too Late
How old are you? If the answer is your thirties or forties, I bet you spend very little time contemplating social security. You're like most people. Yet also like most people, it's time to get smart on the topic.... Continue Reading
The Dirt on HELOCs
Spring is in the air, and for many of us, that means the "home improvement itch" is back. Whether you're dreaming of a wrap-around deck for summer sunsets or a place to keep the kids busy, you've probably heard the... Continue Reading
Navigating Volatility & the AI Efficiency Shift
Matt Goldstein, Chief Investment Officer As we close out another week, the central question for many of our members is a precursor to a more significant drawdown. A softer-than-feared inflation print released this... Continue Reading
