In the financial industry, we sometimes see investors change their priorities, shifting the purpose of their investing to fulfill higher purposes as they seek more fulfillment and happiness in their lives. For many, the main goal behind investing is retirement, the simple act of accumulating the financial resources necessary to… Read More »

With President Biden and Congress looking at a federal tax increase in 2021, this may be the time to consider converting savings from a traditional IRA into a Roth account for tax friendly features that benefit retirees and their families.   Roth IRAs were created by Congress as part of the… Read More »

Millions of people work most of their lives to build the retirement savings they will need to live comfortably after they decide to quit working. In some ways, that’s the easy part. For many, the hard part is managing all the wealth they’ve accumulated. It doesn’t matter whether they’ve saved… Read More »

There are many things in life that we dismiss, not even realizing how much we value them until they are taken away. For a lot of us, the experience of living through a pandemic has demonstrated just how much some of those little things mean to us in our daily… Read More »

Every now and then, we see media reports about celebrities who pass away, leaving vast holdings untethered by wills or estate plans. Family members, significant others, lawyers and advisers are left with months or years of work, untangling the financial mess. Tech entrepreneur Tony Hsieh may be the most recent… Read More »

My brother texted me today and asked if he should buy GameStop stock. I stared at my phone trying to figure out how to compose a text that included a brief summary of efficient markets hypothesis, the effect of global pandemics on the future of retail, the future of gaming… Read More »

“A smooth sea never made a skilled sailor.” My wife shared the old English proverb with me earlier this year after a particularly challenging day at the office. As chief executive of Full Sail Capital, I’ve seen plenty of challenging days at the office this year, so Kim’s words were… Read More »