Recent Thinking on Markets, Taxes, and Retirement Income

MARKET COMMENTARY  ·  AUG 14, 2026

Q2 Earnings Looked Almost Too Good. Here's the Number That Actually Matters.

Strip out the one-offs, and the real growth story is calmer, and more durable, than the headline.

MARKETS & DIVERSIFICATION  ·  SEP 2, 2026

Why Commodities Are Earning a Permanent Seat in the Portfolio

The AI buildout is a commodity-intensive undertaking, and that's a diversification story, not just an inflation hedge.

FIXED INCOME  ·  SEP 16, 2026

Global Bond Yields Are Rising. For Income-First Investors, That's Not the Whole Story.

Higher yields abroad change the math on building real income, if the bonds are chosen, not bundled.

PORTFOLIO STRATEGY  ·  OCT 2, 2026

The Market Is Broadening Out. A Concentrated Portfolio Won't Feel It.

Leadership is spreading beyond mega-cap tech. Pooled funds can't reposition, individual portfolios can.

RETIREMENT INCOME  ·  OCT 13, 2026

What Rising Rates, Broadening Markets, and Real Commodities Mean If You're Five Years From Retirement

Three separate shifts point toward the same conclusion: structure matters more than ever right now.

FIXED INCOME  ·  OCT 22, 2026

Long-Term Bond Yields Just Hit Levels We Haven't Seen in Years. Here's Why That's an Opportunity, Not a Warning.

Long rates have climbed for months on heavy borrowing and a wall of debt coming due. For investors who actually need income, that's a rate worth locking in.

VETERAN BENEFITS  ·  OCT 22, 2026

Most 100% P&T Veterans Know About VA Benefits. Few Know Florida Erases Their Property Tax Bill Entirely.

Florida Statute 196.081 gives qualifying disabled veterans a full, uncapped property tax exemption, not a reduction. Here's how it works.

PHYSICIAN FINANCE  ·  OCT 22, 2026

Selling Your Practice Doesn't Just Trigger a Tax Bill the Year You Sign. It Triggers Another One Two Years Later.

A practice sale can cost a physician three times: capital gains, a lost QBI deduction, and a Medicare IRMAA surcharge that lands two years late.

EXIT PLANNING

The Founder's Blind Spot: Taxes at the Moment of Exit

Most founders spend years optimizing their business. Few spend the same energy optimizing the sale itself.

LIQUIDITY

Liquidity Without a Plan Is Just Expensive Cash

For years, your wealth was tied up in your business. What happens to it the day that's no longer true.

RETIREMENT

The Second Act: Designing Life After Entrepreneurship

For years, your life had a clear structure. The business set it. Retirement doesn't come with one built in.