Explore Our “Off the Wall” Blog
Unique, straight-forward, unfiltered opinion on topics of concern for individuals with newfound wealth.
Stay up to date!
Subscribe to our “Off the Wall” Blog for articles and videos on all things wealth management, by all members of our Team.
Scroll down to dive right in.
BROWSE THESE TOPICS
“Off the Wall” Blog
RECENT POSTS
What To Do With Inheritance Money: Your Plan to Make a Plan
If you happen to become the beneficiary of a large wealth transfer, don’t be surprised when everyone around you suddenly becomes a financial advisor. You’ll likely start to receive plenty of advice...
What’s the Point of Goals Right Now?
It’s been one year since the country shut down because of the pandemic. Look back at the camera roll on your phone and find the last pictures you took before you went into lockdown. It’s wild to...
How Fee-only Vs. Fee-based Advisors Subtly Yet Significantly Differ
Based on their names alone, fee-only vs fee-based advisors may sound similar yet the two incentive structures present a surprising number of contrasts. And while these differences are subtle, the...
How to (and how not to) search for the best Wealth Management firm
Are you searching for answers to your wealth management questions? Do you find yourself sitting in front of Google typing in questions like these? What is Private Wealth Management? Best financial...
2021 wealth-building strategies: Your zero BS roadmap for continued financial success
Over the past year, the world encountered some of the most unpredictable and volatile events we’ve ever seen. As we emerge from a global pandemic and a divisive election, it’s finally time to...
Revisiting the best financial advice any investor can receive (five years later)
I want to take you back to a moment in time, specifically the first trading day of 2016 when the Dow closed at 17,149. Remember January 2016? No? By February 11, 2016, the Dow had sunk to a level of...
What is a SPAC?
Last year was a crazy market for many reasons, but one thing that really stood out was the IPO market. The 2020 IPO landscape The 2020 IPO market completely closed in the first part of the year as...
Is donating stock to charity the way to go? It’s complicated.
As an investor, you can opt to donate a variety of financial assets, from government bonds to mutual funds as well as cold hard cash. For certain investors, directly donating shares of a...
On momentum investing and Reddit. Don’t be a degen. Part 1.
By now, you’ve probably heard about the insanity that is the Reddit stock community, which has sent a previously destitute video game retailer into the stratosphere. There are others out there, but...