Follow Nick Bernardo on LinkedIn We’re seeing a shift. More clients in their 40s and early 50s are showing up with significant wealth already built. They’re not necessarily looking to retire early but are looking to use their financial position more intentionally. In a recent…READ MORE
The second quarter of the year ended with U.S. equities at or near record highs, defying turbulence and several macroeconomic uncertainties that sprung up throughout the quarter. Despite concerns around Federal Reserve policy, ongoing fiscal debates, and geopolitical tensions, equity markets have shown impressive resilience…READ MORE
Follow Nick on LinkedIn The best financial strategies often start with a simple question: if we already know what we want to do, why aren’t we doing it automatically? That was the core principle of a recent conversation with Justin Gaul, where we unpacked how…READ MORE
Follow Nick on LinkedIn Some of the most valuable planning conversations start with a simple question: What if? We recently sat down with real estate entrepreneur Justin Gaul and explored how perspectives on debt and liquidity evolve as your financial strategy evolves. What followed was…READ MORE
Markets in May were buoyed by a combination of geopolitical developments and resilient economic data, even as Moody’s became the third major credit rating agency to downgrade U.S. sovereign debt, lowering its rating from Aaa to Aa1. Despite the symbolic weight of the downgrade—citing rising…READ MORE
