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How to Destroy Your Wealth

Johnny Carson and Charlie Munger have both given memorable commencement speeches. While most traditional commencement speeches take

Top 5 High-Leverage Strategies to Maximize Healthspan

In both health and finance, we are the sum of our daily habits. While we can’t

Bryan Johnson and the “Don’t Die” Movement

Have you heard of Bryan Johnson? The man who spends $2M/yr optimizing his health and tracking all of

Eight Timeless Insights from Daniel Kahneman

As financial planners, we work with our clients to make the most of their finances, aligning their

The Stock Market is NOT a Casino, it’s a Racetrack

By Dennis McNamara: The stock market is not the casino, it’s the horses on the racetrack.

Living an Examined Life: 8×3 Days + The Four Ashramas

In my early 20s I lived with a Costa Rican farmer. A seemingly healthy man with

Fear Is A Helluva Drug

If you pay any attention to financial punditry, you will always be able to find someone

Comprehensive Guide to Preventive Health Screenings: Benefits, Costs, and Options

Preventive health screenings and treatments are essential tools for those looking to take a proactive stance

What Issues Should I Consider At The Start Of The Year?

The beginning of the new year is the perfect time to discuss the various factors influencing
SECURE 2.0 Act

Beneficial Ownership and the Corporate Transparency Act

With each new year we welcome an array of new laws and regulations. A notable inclusion

Charitable Contributions in the Season of Giving

As the year winds down and the season of giving takes hold, we wanted to take

An Ode to Costco: Mastering Healthy Eating Without Going Broke

With the holiday slew of gift-giving, family meals, and festive gatherings on the horizon, savvy shoppers

The Health 401(K)

At the intersection of wealth and health lies a profound insight: the greatest asset you can

To 529, or Not to 529?

…THAT is the question. Like us, you may be debating the best way to save for

Five Financial Myths We Need to Bury

In a world increasingly fueled by clickbait headlines and social media algorithms, easy one-size-fits-all advice and