News and Updates
Moving Millions Overseas: How to Manage Currency Risk Wisely
Most of my assets are in the US, but I already hold about a million in Euros. I’m considering moving another $3–5 million into foreign currencies or overseas accounts as […]
Gold Prices Are High—Is It Time to Sell?
Listener Question:“I inherited a collection of gold coins from my parents who always told me to hang onto them—gold was the ultimate backup if the US dollar ever lost value. […]
Should You Join a Private Club? 5 Steps to Make the Call
Listener Question:We were recently invited to apply for a private social club in New York. My wife is especially excited, but we’re trying to be thoughtful before saying yes. The […]
10b5-1 Plans: Timing Your Diversification Strategy
Listener Question:I’m an exec at a large tech company with about 50% of my net worth in company stock. The stock has done very well, and I’m planning to retire […]
When the College Fund Is Covered—What’s Next for Our Kids’ Future?
“We’ve been putting $12,000 into each of our two kids’ 529 accounts for a few years. The balance is now $90,000, and they have 7 to 9 years before college. […]
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