In early 2020, I decided to buy a piece of land in Truckee, California, and build a home.
The Dodgers winning the World Series this year hit differently. I grew up with the team in the background — familiar enough to care, but not enough to plan my life around watching their games.
At One Wealth Advisors, a primary driver behind the growth of our business has been from client referrals. Our philosophy has been that the more we focus on client service and planning, the more clients might be inclined to introduce us to a friend, family member or any other individual in their network. Upon being introduced to a prospective client, oftentimes we are asked, “What is your minimum?” When we first started One Wealth my favorite answer was to say, “Our minimums are nice people!”
Approximately 334,000 dogs are euthanized in U.S. shelters each year. Before 2010, that number was more than a million — a staggering number.
I believe we all carry some dysfunction in our relationship with money. I know I do.
My daughter Sofia recently accepted a new job in San Diego. It’s such an exciting step for her, but it leaves me missing the small routines that became part of my life
When I left home to study abroad, I didn’t fully realize how tough it would be to live far from my family.
If you had just one piece of advice to carry through the rest of your life, what would it be?
