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Relentless - The Blog

    Your Capital: “Get busy living, or get busy dying.”

    If you’ve ever felt fear, frustration, or regret during a market downturn—this message is for you. Not to shame you. Not to patronize you. But to tell you the unvarnished truth. Because this isn’t just about you—it’s about human nature. It’s about the way our brains are hardwired to sabotage us when stakes are high, and emotions take over.

    What If? Exploring Market Uncertainty through a simple question

    We find ourselves today at a rare moment of perfect uncertainty.

    Dance.

    I was scrolling through Instagram recently and came across a short video clip that stopped me cold....

    Why Early Planning for College Matters: Insights from Our Family Journey

    For the past 15 years, I've been discussing college planning with many of our clients, but now that...

    Retirement Planning Tips: 9 Things To Do Before You Retire

    Intentionality: The Secret Ingredient in Retirement Planning Tips Retirement is a big deal. It’s a...

    The Holy Grail of Misconceptions: Let’s Talk About Losing Money

    Allow me to set the stage. A few weeks ago, I found myself in what can only be described as...

    The Investor vs. The Speculator: A Tale of Two Mindsets

    I want to tell you a story about something that has stuck with me for years — a lesson that defines...

    Ask For What You Want: A College Decision and Financial Planning Story

    This is the third of a three-part series on College Planning. To read the first segment, click...

    Pander, We Will Not: Our Financial Advisor Fiduciary Duty

    Recently, Morgan Stanley was fined $15 million by the Securities and Exchange Commission (SEC) for...

    7 Questions Parents Should Ask Regarding How to Pay for College

    This is the second of a two-part series on College Planning. To read the first segment, click here.
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