The Legacy Letter, the Family Meeting, The Settlement Meeting, and Good Counsel.

Awesome primer to get started with your lifetime plan for transferring wealth!

A focus on creating and transferring multi-generational wealth, and facing the greatest financial risk families face.

The short version of financial planning fundamentals, with a focus on estate planning.

Aaron Kolkman's classic work on Mean Variance Optimization - explained, illustrated, and shared.

The economic machine that is the US economy - types of indicators, and their place in your decisions.

Why not QE4 in 2025?

Why not QE4 in 2025?

We as Americans have a very real reason for concern in maintaining our way of life. For eons we have accepted significant deficit spending from our hired help in Washington as “business as usual.”

It is my sincere desire that we both have a useful understanding of the truth about investments, the economy, personal objectives, and risks so that we are on the same page. This empowers us to make the highest quality decisions possible with the information that we have.

Economic outlook revisions have been mixed in the U.S. since April 2, 2025 tariff announcements by the Trump Administration.