As we wrap up 2025, I’ve been thinking a lot about what this year meant – both personally and professionally.
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As we wrap up 2025, I’ve been thinking a lot about what this year meant – both personally and professionally.
It’s a little hard to know what to say right now. There’s a lot going on in the world.
This past week, my fiancée and I hosted our second Passover Seder together. The tradition started when she moved to San Francisco.
Driving through San Francisco, it’s hard to go more than a few blocks before seeing an advertisement for some new AI company that promises to make your life easier.
During times of geopolitical unrest and market volatility such as we are experiencing now with the outbreak of war in the Middle East, clients often ask whether there is anything they should do.
A few years ago, I had a very clear vision. Buy a fixer upper on the nicest block we could afford. Over time, expand it. Improve it. Turn it into our forever home.
There is something deeply humbling about being in Tahoe this past week, watching snow fall in quantities that defy comprehension. Feet of it, day after day.
For years, I avoided doing a financial plan for myself. Like many, I worried that an honest look might confirm a few uncomfortable realities – it was easier to kick the can down the road.
As of this writing, we are well into 2026, over 10 years after we launched One Wealth Advisors.
