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Relentless - The Blog

    A Big Change Is Coming for High-Earning Savers in 2026

    A provision from the SECURE Act 2.0 takes effect in 2026 and it will change how certain high earners make catch-up contributions, in their employer sponsored retirement plans.

    The Illusion of Control in investing

    What two NBA stars and a betting scandal can teach us about humility, randomness, and the only edge...

    Selling Your Firm Without Losing Your Legacy

    How to Protect Clients, Preserve Trust, and Plan for What’s Next In Your Succession Plan Selling a...

    The Achiever's Odyssey: Angel Costanza on Cancer, Leadership, and Legacy

    A Chance Encounter Brings Unexpected Hope It started with a last-minute decision to escape. Last...

    The Dominant Determinant | Why Investor Behavior Drives Real Results

    A client asked me a great question recently.

    Get out of the now

    A couple of weekends ago we were standing on the competition floor in Huntington Beach at a massive...

    The $50,000 College Mistake I Almost Made: Lessons From Sending My First Son to College

    It's been nearly a month since I dropped my son Luke off at college, a milestone that arrived...

    What Fantasy Football Teaches About Investing That Wall Street Won’t

    What does it mean to build the right team? My son Griffin could tell you. He’s obsessed with...

    What is the true definition of wealth?

    What is the true definition of wealth? In my line of work, I see plenty of people one would call...

    3 Retirement Mistakes 45-Year-Olds Make (And How to Avoid Them)

    If you're in your mid-40s like us, you're likely juggling a lot right now: career responsibilities,...
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