When a prospect brings me a portfolio to review, one of the first things I look at is how their alternative investments interact with their specific tax situation. The same strategy can produce very…
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Should AI Have a Say in How You Manage Your Wealth?
Lately, I’ve caught myself reaching for AI on all sorts of everyday things. Drafting a quick email. Mapping out a trip. Getting a rough first take on a question before I dig into it…
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What the Wealthiest Investors Actually Do With Their Money
Most people assume the ultra-wealthy invest differently than everyone else. They do, but not in the way you’d expect. There’s no secret strategy, no hidden asset class, no single move that explains it. The…
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Why Smart Investors Look Past the Fee Break in Private Equity
Every so often, a client will call me excited about a new private equity opportunity. Often, the conversation leads to something along the lines of: “If I get in early, they’ll reduce the fee….
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Beyond NVIDIA: How to Invest in the Infrastructure Powering AI
If you’ve been watching AI dominate headlines and wondering whether you’re positioned to actually benefit from it, you’re not alone. Most high-income investors have exposure to AI through a handful of large-cap tech stocks….
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What Successful Families Know About Turning Wealth Into a Generational Legacy
You’ve outearned your parents. Probably your grandparents, too. But here’s the uncomfortable truth: the skills that build wealth aren’t the same ones that preserve it across generations. There’s an old saying that captures this…
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The Tax Benefits of Private Markets Most Investors Don’t Know About
Most investors think of private markets as a way to diversify beyond stocks and bonds. That’s true, but for high-income earners, the more compelling reason to pay attention may actually be the tax advantages….
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The Hidden Tax Problem With Maxing Out Your 401(k) as a Top Earner
You’ve worked hard to get here. A high income, a growing portfolio, and the discipline to max out your 401(k) every year. By most measures, you’re doing everything right. But here’s a question worth…
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Envision Wealth Planners Earns Best of BusinessRate 2025
Maitland, FL – Envision Wealth Planners has been named a Best of BusinessRate 2025 award recipient. The recognition is based on publicly available client reviews and satisfaction data, identifying businesses that consistently earn strong…
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Is the 60/40 Portfolio Still Enough for Long‑Term Investors?
The traditional 60/40 portfolio split (60% stocks and 40% bonds) has long been the standard asset allocation for long-term investing. For decades, this strategy has helped investors balance growth and stability, smooth out the…
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