Our Insights

Where’s My Yacht?

Where’s My Yacht?

Are you investing my money or spending my money?

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Lawyers, Guns, and Money

Lawyers, Guns, and Money

Dad instilled in me a love of music. Brother got the real music gene and ability to know all lyrics. But a few stuck out in my mind. Dad loved himself a little Warren Zevon. I bought my first Zevon Tape from Columbia House when I was able to get 12 tapes for a penny back in the 90s. H …

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Socrates

Socrates

To know, is to know that you know nothing. That is the meaning of true knowledge. - Socrates I would like to say I learned this quote from reading philosophical texts, but in reality, it was from watching Bill and Ted’s Excellent Adventure on repeat as a 12-year-old with my little bro …

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Members' Wealth Welcomes Marie Feindt, J.D. to the Team

Members' Wealth Welcomes Marie Feindt, J.D. to the Team

As we continue to expand our offering to our clients, we are excited to announce that Marie Feindt, J.D. will be joining the Members’ Wealth team serving as our Planning Specialist and Estate Attorney.

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Planning is Everything

Planning is Everything

"Plans are worthless, but planning is everything." - Dwight Eisenhower Plan your trade, trade your plan. If you want to make God laugh, tell him your plan for the future. Wealth Management is purportedly about planning. It is about planning a strategy to PRESERVE and GROW one’s wealth …

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