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Posted on June 10, 2025 by Dan Pascone
Teaching Your Kids About Money: Creating a Financial Legacy
Wealth isn’t just what you leave behind. It’s also the mindset and financial habits that built it in the first place. Most families pass on paperwork, trusts, wills, and bank accounts. But the truly wise ones pass on perspective. Your heirs won’t preserve your wealth by memorizing tax strategies or knowing the difference between a […]
Posted on June 9, 2025 by Dan Pascone
Legacy Is Built, Not Inherited
Most estate plans crumble under pressure. Here’s how to bulletproof yours with strategy, structure, and foresight. Most people think of estate planning as a one-and-done task. Set up a will, maybe a basic trust, and check the box. But real legacy planning is more than paperwork, it’s architecture. Without intentional design, your assets risk falling […]
Posted on June 4, 2025 by Dan Pascone
Crypto and Blockchain: Should It Be Part of Your Financial Strategy?
Should Crypto Be Part of Your Financial Strategy? New Math, New Models: Why Allocators Are Rethinking Diversification in 2025 In 2020, the crypto conversation was driven by headlines, speculation, and retail-fueled rallies. But that framing is outdated. In 2025, serious allocators are looking at digital assets through a far more sophisticated lens. Over the past […]
Posted on May 20, 2025 by Dan Pascone
Private Equity and Alternative Investments: Are They Worth It?
How “Smart Money” Goes Beyond the Market If you’ve already maxed your 401(k)s, squeezed every basis point from index funds, and harvested every ounce of diversification traditional markets offer, this one is for you. You’ve entered the portfolio frontier, where new money isn’t just about safety, but smart, calculated risk. That usually brings you to […]
Posted on May 14, 2025 by Dan Pascone
Income Volatility Isn’t a Bug—It’s a Feature
How to Weaponize Uneven Compensation for Long-Term Wealth When your compensation is tied to performance, your financial life doesn’t follow a straight line, it spikes, dips, and sometimes disappears for quarters at a time. Whether you’re in sales, trading, consulting, or running your own company, volatility is part of the deal. The problem? Most wealth […]
Posted on May 12, 2025 by Dan Pascone
🏗 Engineer Your W-2 Side Hustle Income Before It Hurts
📈 Personal LLCs, Family Companies, and Why Your “Maxed Out 401(k)” Isn’t Nearly Enough At $500K+ W-2 income, normal rules stop applying. It seems like you’re fighting less for gains but more to survive tax-wise. High earners who thrive grind harder, but also learn to play the system smarter. They build infrastructure, weaponize volatility, and […]
Posted on May 7, 2025 by Dan Pascone
Tariffs, Trade Wars & Your Portfolio: What You Need to Know
A Guide to Outmaneuvering the 2025 Global Shake-Up Tariffs aren’t just political posturing. They send shockwaves through markets, force industries to pivot, stir inflation, and roil supply chains. The brewing 2025 trade wars, involving the U.S., Canada, China, and the EU, are poised to hit key industries and corporate earnings hard. But where most see […]
Posted on April 28, 2025 by Dan Pascone
Feeling a Little Burned Out? Here’s Your Financial Rescue Plan
🚨 Burnout Isn’t a Badge of Honor, It’s a Business Risk You’ve worked hard to get where you are. But lately, something feels off. The focus that once came effortlessly feels like it’s fading. The energy to drive big decisions seems to be running on fumes. You tell yourself that burnout is the price of […]
Posted on April 17, 2025 by Dan Pascone
Why Smart Investors Never Go All In on One Stock—Even When It’s Soaring
🥚 Your Salary + Your Investments = Too Many Eggs in One Basket You’re excelling at your company, your equity is growing, and your portfolio keeps climbing thanks to one stock—your company’s. It feels like you’re riding a rocket ship. But here’s the reality: when your income and your investments are tied to the same […]
Posted on April 14, 2025 by Dan Pascone
Is Your Portfolio Falling Behind? How to Inflation-Proof Your Finances in 2025
You’ve probably felt it—groceries, gas, vacations, and even takeout are more expensive than they were a year ago. Inflation isn’t just a headline—it’s the reason your dollar doesn’t stretch as far as it used to. And here’s the hard truth: inflation isn’t slowing down.If your financial plan, retirement strategy, or investment portfolio isn’t adjusting, you […]