We aim to provide you with the most up-to-date thought leadership for all aspects of your financial life. In addition to your regular meetings and conversations with our advisory team, we also publish our insights on a range of topics including financial planning, investing, tax optimization and business advisory.
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Nepsis® Appoints Matt Pearson as President
November 1, 2023
Pearson will provide strategic oversight and manage integration of Nepsis® Family Office Framework MINNEAPOLIS – NOVEMBER 01, 2023 — Nepsis,…
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Self-Serving Bias is All About Me
September 20, 2023
According to the good folks at the DecsionLab.com; “The self-serving bias describes when we attribute positive events and successes to our own character or actions but blame negative results to external factors unrelated to our character.”
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Understanding the Importance of Legacy Planning
July 26, 2023
It is easy to think of your assets where each one contributes to your net worth in the same way, based on their financial value.
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What’s the Story on Narrative Bias?
July 18, 2023
According to PIMCO.com, Narrative Bias; “The narrative bias refers to our tendency to interpret information as being part of a larger story or pattern, regardless of whether the facts actually support the full narrative. Investors are likely to abandon evidence in favor of a good story about a specific stock or strategy.
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Understanding the Side Effects of RMDs
July 11, 2023
One of the biggest challenges of retirement is learning how to manage the income side of your cashflow.
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Let’s All Agree on Consensus Bias
June 13, 2023
According to Wikipedia1 Consensus Bias; “Is a pervasive cognitive bias that causes people to “see their own behavioral choices and judgments as relatively common and appropriate to existing circumstances”.
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Avoiding Retirement Threats & Miscalculations
May 24, 2023
You only retire once, so it’s critical to get the details right. However, it can be difficult to fully comprehend…
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