Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
Tony Hsieh, the founder of Zappos, passed away nearly five years ago, yet his estate remains unsettled. Most recently, a “surprise” will was discovered, adding another twist to an already complex situation. This story has caught my attention for some time, as it exemplifies what can happen when a high-net-worth individual has little to no estate planning in place. It’s a powerful reminder of the importance of creating, implementing, and communicating a clear estate plan with your beneficiaries.
David Budzisz – Buy the dip: the trend that keeps stocks from crashing
The article highlights the growing role of retail investors in stabilizing markets during downturns, particularly through “buying the dip.” After President Trump’s tariff announcement on April 2nd, 2025, the S&P 500 fell 12% but rebounded by May 2nd, aided by retail investors who injected $5 billion following an initial 5% drop. This behavior reflects a shift in market dynamics, where individual investors help counteract panic selling and bolster resilience. It suggests this trend may reduce the severity of future crashes and underscores the benefits of staying invested during volatility.
Tom Buhrmann – Nobody Knows (Yet Again)
A great reminder that nobody knows what’s around the corner, and despite smart people and sophisticated modeling, predicting the future (accurately and consistently) is impossible. Instead of using history as a guide, it can be useful to realize that circumstances differ to trigger events, but the outcome will likely be the same: markets and economies will recover and eventually reach new highs. We’ve seen a number of these events over the last several years (COVID in 2020, aggressive rate hikes and bad markets in 2022, and now tariffs in 2024) and so far prevailed…in the end, I don’t think this time will be any different.
Andrew Cohn – Exclusive | 401(k) Giant Empower to Offer Private Credit and Equity in Retirement Accounts – WSJ
The retirement plan industry is working to adapt to the same trends we’ve already implemented in our client portfolios. For example, bond funds in many retirement plan lineups haven’t delivered the level of diversification participants need. In response, Target Date Fund providers are beginning to add alternative investments to help savers achieve better diversification, especially those nearing or already in retirement.
Michael Garrison – The Things That Make You Money – A Wealth of Common Sense
When the market is in tumult, it is difficult to hold on to stocks, especially after periods of low volatility. This article reminds us that we have seen drawdowns before, and we will see them again, but it is important not to abandon one’s investment strategy.
Michael Karmin – Remembering moments when I thought things took a permanent turn for the worse
In this piece, author Sam Ro reflects on decades of economic crises, from the Asian Financial Crisis to the COVID-19 pandemic, and how each event seemed devastating at the time but ultimately reinforced the resilience of the U.S. economy and markets. These experiences, while painful, offered valuable lessons and deepened his conviction in long-term investing. Despite fears and setbacks, history shows that markets recover and continue to grow as people and businesses strive to improve their lives. Pessimism does not pay off over the long term, and staying invested is a bet on progress.
Kathy Klein – Family meetings: An important strategy for preserving wealth – Family Business Magazine
This article emphasizes the importance of family meetings in ensuring a smooth transfer of both wealth and family values to the next generation. Clients are increasingly concerned not only about how their children will manage wealth but also how it will affect their lives. Family meetings help by promoting open communication, building trust, providing financial education, and addressing unique family dynamics. It stresses that the earlier these meetings are held, the more effective they are in preparing the next generation.
Ruben Rivas – How bad have 10 weeks of stock-market volatility been for your retirement fund? Maybe not as bad as you think.
The market fall and rise in the past 10 weeks has caused many to panic, but for our clients, we constantly refocus on a well-constructed financial plan. A solid plan considers your monthly needs, life events, and major purchases. Sticking to your plan, avoiding knee-jerk moves or forced sales, and focusing on time, not timing separates an investor from a speculator.
Mike Tuber – Kirk Greene: Warren Buffett’s Timeless Investment Wisdom Shapes Lasting Legacy | Opinions | Noozhawk
With Warren Buffett recently announcing that he will step down as CEO of Berkshire Hathaway at the end of 2025 after an incredible 60-year run, it feels like the perfect time to revisit the principles that have defined his investing legacy. This article offers a summary of Buffett’s lasting impact and the philosophies that fueled his success, and even acknowledges a few missteps along the way. It also includes some of his classic sayings, which are always fun. Buffett’s disciplined, principled approach will continue to shape the investing world for decades to come, and this piece does a great job of capturing that legacy.
Conclusion:
We look forward to sharing more articles with you in the future. In the meantime, if you’d like to discuss how the topics in these pieces may apply to your own portfolio, please do not hesitate to reach out to a member of our team.
Disclosure:
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