It’s the People
In this video, Senior Wealth Planner Steve Johnson explains why he’s excited to join Gold Family Wealth. Hint: it’s the people.
How We’re Different
Holistic and comprehensive financial planning can make a huge difference in client outcomes. Michael and Steve discuss why in this brief video.
Investor Behavior
What does turbulence on a plane have to do with investing? Listen to Michael and Steve discuss investor behavior in this short video.
The Value of Combined Experience
Not all wealth management firms understand the importance of pushing past archaic systems. In this short video, Michael and Steve have a conversation about how Gold Family Wealth is excelling without being shackled to outdated paradigms.
The Next Five Years
What does your five-year plan look like? For Senior Wealth Advisor Steve Johnson, controlling his own destiny is at the top of his list.
Alignment of Values – Behavioral Finance
In this short video, Michael and Steve discuss the importance of holistic approaches and factoring in behavioral economics when considering wealth strategies for clients.
The Greatest Wealth Transfer in History: Navigating the Tidal Shift of Assets
Standing on the cusp of one of the most significant economic events in recent history, it’s essential to grasp the magnitude and implications of what has been termed “The Greatest Wealth Transfer in History.” Over the next few decades, an estimated $68 trillion of wealth i …
The Inefficiencies of Having Multiple Financial Advisors
In just the past year, our team has conducted over 800 meetings with clients, new families and individuals to do preliminary planning work to determine if we can help them and if we bring them on as private clients. Throughout these meetings and interactions with so many people looking to t …
Investing During Global War Conflicts: A Look at the Israeli-Hamas Conflict
I write this with a heavy heart as one of my favorite places on this earth, Israel, was heinously attacked by Hamas, targeting both military and civilians in the most barbaric ways, which looks like the playbook from ISIS terrorists. This unprecedented massacre triggered a severe military r …
Multi-Factor Investment Philosophy Combined with Rebalancing and Tax-Loss Harvesting
In the world of investing, strategy is everything. While the market’s whims and fluctuations are unpredictable (see my recent blog on Mr. Market), designing a robust investment portfolio based on the most appropriate factors to invest in a company along with things you can actually co …
Mr. Market
Understanding “Mr. Market” from “The Intelligent Investor” Many people don’t know this about me, but I love to read, which is interesting because as a kid, I hated it and wasn’t very good at reading and writing. In fact, my mom used to pay me a penny to read each sign on the hig …
