Making money isn’t necessarily the problem anymore.
It’s deciding what to do with it.
Life Moves Wealth helps business owners and successful professionals make smarter decisions about their money, businesses, taxes, investments and eventual retirement, so all that success translates into something more useful: financial independence.
That’s why we believe great financial planning should increase the exchange rate between your money and your life.
We bring your financial, investment, tax, business, and retirement decisions together into one coordinated strategy designed to help you keep more of what you’ve earned, make better use of what you have, and accelerate the point when work becomes a choice rather than a requirement.
Our goal is to make your money worth more in terms of the life it allows you to live.
Traditional wealth management focuses on your investment portfolio. We focus on your entire financial life.
For most of the past 15 years, investors had a relatively easy argument for owning stocks: There weren't many attractive alternatives. Bonds returns have been muted or negative over much of the past decade. Crypto has been volatile. The... Continue Reading
Most people approach financial decisions by trying to find the right answer. Should I pay off the mortgage or invest? Roth or traditional 401(k)? Sell the business or keep growing it? Retire now or work another few years? When... Continue Reading
For decades, the traditional 60/40 portfolio was considered the foundation of long-term investing. Allocate 60% to stocks for growth and 40% to bonds for income and stability, rebalance occasionally, and let compounding work over time. It was simple, easy... Continue Reading
A client recently asked me how I think AI will improve financial planning. They also asked if I have concerns about how it might upend advisory relationships. Every industry is trying to figure out what artificial intelligence will disrupt... Continue Reading
Every time a major company goes public through an IPO, the hype machine goes into overdrive. Financial media covers every detail. Social media starts buzzing. Investors rush to buy shares. It creates the impression that getting into an IPO... Continue Reading
One of the most common misconceptions in investing is that more investments automatically mean better diversification. Recently, I reviewed a new client’s taxable investment account that contained more than 250 individual holdings. While that might sound sophisticated on the... Continue Reading
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