Writing
Occasional writing on the parts of wealth management that are hardest to photograph — the conversations, the handoffs, and the preparation that happens long before anyone sits down at the table.
The difference between adequate and excellent rarely shows up in a pitch. It shows up in an ordinary week — in how quickly someone hears back, and whether they understood what they were told.
Most retirement conversations open with a number. The more useful ones open with a handful of questions about how you actually want the next decade to work.
Shorter notes and the occasional observation tend to land there first. This page collects the longer pieces.
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