facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Books and Articles we believe are important

Quinoa-Banana Muffins

...we generally disagree with the basic cooking instructions given on quinoa packages, which usually call for too much water, and might explain why you don’t like quinoa...

Read More

How To Be Successful

...Most people get bogged down in linear opportunities. Be willing to let small opportunities go to focus on potential step changes...

Read More

Fill Up Your Canteen

...Whenever things quiet down for a minute and finally start clicking; whenever a conversation with family and friends leaves you bathed in an intoxicating glow; whenever you find yourself stirred by an unexpected moment of beauty; drink it in...

Read More

How Much Ambition Can a Marriage Sustain?

...We believe that couples often behave as though there is a set limit on the amount of ambition that can be contained within one union. Sometimes this limit is clearly articulated; sometimes it is unspoken, and the ambition can be distributed in different ways...

Read More

Using A Family Dynasty 529 Plan For Multigenerational College Planning

...individuals who have both the means and desire can ‘overfund’ one or more 529 plan accounts (either by making periodic contributions over many years or by a large lump sum contribution), effectively creating a “Dynasty 529 Plan”, which can be used to pay for qualified education expenses of not only their children and grandchildren (or any number of qualified members in their extended family), but potentially for multiple generations of family members to come...

Read More