Why This Bubble Is Different (And Why It Could Get Bigger)
It is the question every client is asking, explicitly or implicitly. They look at the chart of NVIDIA. They see the frenzy around generative AI. They feel the FOMO. And they want to know: Are we in a bubble? And if we are, when does it pop?
Silence the Noise, Respect the Complexity: A Fiduciary’s Guide to Modern Markets
To truly serve clients, we have to stop validating the noise and start silencing it.
Quarterback to General Manager Part 3
We believe the intellectual case for shifting from quarterback to general manager is overwhelmingly strong. The emotional case, however, is another matter entirely. For many advisors, the transition feels like stepping off a cliff.
Quarterback to General Manager Part 2
Winning consistently isn’t about being the star quarterback. You are unlikely to be Tom Brady. Nor is a star QB enough for consistent wins. It is about building a system—a culture that sustains success through process, depth, and discipline.
Quarterback to General Manager Part 1
I meet a lot of financial advisors. Many of them genuinely love investing. They love the markets, the research, the thrill of picking stocks, funds, and ETFs. But in my experience, many advisors may overestimate their ability.