As we head into 2026, markets will continue to be shaped by interest rate decisions, policy changes, and geopolitical developments. Disciplined risk management is part of the work. Arizona-based, serving families nationwide. Risk Management for 2026: How I Build Resilient Portfolios for High-Net-Worth Families During my 30+ years (since 1992) in strategic finance, including work…
Arizona-based, serving families nationwide. Cost and account structure can matter as much as the market. In my 30+ years (since 1992) in strategic finance, including work at Coca-Cola and Motorola, we never ignored a 1% inefficiency. In the corporate world, that’s the difference between a project’s success and failure. Yet, most private families unknowingly pay…
A recommendation based on true fiduciary principles, historical track records and 30 years financial expertise.
A recommendation based on true fiduciary principles, historical track records and 30 years financial expertise.
A recommendation based on true fiduciary principles, historical track records and 30 years financial expertise.
Use technology to simplify your life! You will gain control, save a lot of time and never have late fees again! Set up direct deposit for all your income and direct withdrawal for all your bills. It is a part of living Alpha to maximize your financial performance (ilivealpha.com) and the path to your financial…
