Sep 24, 2026

High net worth families can suffer huge losses by assuming your estate plan works for current conditions, even after those conditions change. The estate tax exemption, which is generous right now, is a perfect example.

Estate attorney Steve Gibbs joins me to share his approach to wealth transfers for high net worth...

Sep 17, 2026

A major commercial real estate syndication just collapsed, and $30 million worth of investors are going to lose their money. Other syndications are struggling to stay afloat…issuing capital calls and freezing distributions to investors.

To understand what's driving this wave of failures, I reached out to Ryan Caldwell...

Sep 10, 2026

What if the reason you pay more in taxes than necessary is not that you earn too much, but that you begin planning too late?

When business owners see wealthy investors paying lower effective tax rates, it is easy to assume they have access to loopholes or special rules. But the more important difference often lies in...

Sep 3, 2026

What if commercial real estate is already in a period of serious distress, but most investors cannot see the full extent of it yet?

When a market turns, people expect the evidence to be obvious. They expect public defaults, collapsing prices, and clear signs that the cycle has changed. But this downturn is...