Thought leadership
for the curious investor
Emerging insights, trends, perspectives,
and resources for greater context.
For those who love to listen
For those who love to watch
For those who love to read
LEGACY & PHILANTHROPY
The Power of Perpetual Giving
In recent years, my colleagues at Independent Wealth Partners and I have noticed that philanthropy is becoming more front-of-mind with clients.
Ready to Talk Money? Your Relationship Depends on It.
As relationships deepen, so do responsibilities and expectations. Yet, one of the most vital—and often ignored—aspects of a serious partnership is financial compatibility. Before you take that next big step, whether it's moving in, getting engaged, or planning a wedding, having honest and open conversations about money isn't just a good idea—it's essential.
Money is a leading cause of stress for couples. While love forms your foundation, financial transparency ensures that foundation is rock-solid. Talking about your finances early on helps you avoid misunderstandings, align your goals, and build crucial trust and teamwork.
