2025

Political debate in our country has reached a fever pitch as the new administration implements its approach to conducting the business of government. One focus has been on where our tax dollars come from and how our government is spending…

We have exciting news to share. After 17 years in the same location, we have recently completed a move to new office space. Our new location is just across Peachtree Street at Midtown Plaza Two, Suite 1050. The view from…

Recently my oldest child lost her first tooth. After weeks of providing reassurance that the outcome would be survivable, despite the tooth becoming more and more wiggly, the tooth finally let go. We are thrilled to report that there were…

With the outdoor cycling season just around the corner, I thought I would do something different and decided to register for my first gravel bike ride adventure.  I have just bought a gravel bike which is a hybrid design between…

A recent report from Harvard Business School (“The Happiness of Millionaires”) explored how wealth impacts happiness. The report looked at information relating more than four thousand millionaires across two extensive studies. The researchers addressed two questions: The findings offer insights…

I just returned from a trip to San Francisco, where I took a ride in a Waymo for the first time! For those of you unfamiliar with Waymo, these are driverless taxis. It was an incredible experience! As someone who…

As 2025 gets underway, there are several key changes in tax and retirement regulations to know. Here’s an overview of the most interesting. Retirement Contributions The contribution limits for qualified retirement plans, including 401(k)s and 403(b)s, have increased by $500,…

Would you like an extremely well-paid job for making forecasts that nobody seems to expect to be correct? Such jobs must exist because every year, major banks and brokerage houses produce ‘target ranges’ for the performance of the S&P index…

Private equity managers have recently faced a challenging exit environment for the businesses held in their funds. Inflation, higher interest rates, and economic uncertainty have created headwinds, which have slowed exits and prolonged any release of liquidity for investors. Some…

Last Friday, Atlanta saw snow for the first time since 2018. Naturally, the city went into “bunker” mode. This gave me plenty of time at home over the weekend. There is something very peaceful about admiring the white landscape, all…