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.
Freedom in business doesn’t happen by chance, it happens by design.
Most small business owners start with a dream: more freedom, better balance, and greater income. But the reality? Longer hours, more stress, and less pay. The missing link isn’t effort — it’s strategy. Discover why strategic planning isn’t just for big corporations, and how a simple, tailored plan can transform your business from reactive to intentional.
