INSIGHTS & NEWS

What good is financial security if we don’t have
the health, mental capacity, independence,
and enthusiasm to enjoy it?

Life does not always happen between 9:00 and 5:00. Questions come up at night. Something may worry you over the weekend. You may suddenly remember something you need us to take care of. I wanted you to have an easy way to reach us, leave a detailed message, or make a request whenever it occurs to you rather than having to wait until someone is back in the office.

Much of my life’s work has been about knowing our clients, knowing the professional investment managers we employ, and understanding how to bring the two together in a way that gives our clients confidence in their financial futures. An equally important part of my work now is making certain that this knowledge, culture and responsibility continue for decades to come.

Could a GLP-1 Drug Become an Anti-Aging Drug?

As robots become faster, steadier, and cheaper, the real question
shifts from whether they can move like us to where they will create the most
value alongside us.

One of the most important ideas in longevity medicine is that stem cells may matter less because they “turn into” new tissue and more because they send instructions.

Aging isn’t just wear and tear; it’s a breakdown in how our cells talk to each other.

A 2025 Harvard study found that optimism and a strong sense of purpose don’t just correlate with longer life – they correlate with younger immune systems.

Optimism, emotional resilience, and meaningful relationships don’t just make life more pleasant – they extend it.

It is more important than ever to plan for the possibility of longer lives.