Articles
HENRYs: Financial Planning for VC and PE Professionals
You can underwrite a company in your sleep, but when you look at your own balance sheet, you still find a high income and a large number on paper, with very little cash you can touch. Jeff McClean reviews the unique financial reality of working inside venture capital and private equity, and how to plan for a timeline you don’t control.
HENRYs: Financial Planning for Law Firm Partners
Making partner changes your income twice. The amount goes up, and everybody tells you about that part.
Are We Headed for a Crash? The Questions I’m Getting Most Right Now
Are we headed for a crash? Where are rates going? Jimmy Mortimer of Solidarity Wealth answers the questions clients ask most.
Two Playbooks for One Paycheck: NIL Money for Players and Parents
By Zach Whitchurch Something remarkable is happening in college sports. For the first time, an athlete can build real income while still in school, off
HENRYs: Financial Planning for Medical Professionals
Doctors and dentists spend a decade training while their peers build savings. That head start you never got can be made up, often faster than you’d think. Our new article walks through how to do so.
Planning for HENRYs vs. a One-Time Lump Sum
High income and true wealth aren’t the same thing. Jeff McClean’s latest article explains why the plan for a HENRY looks nothing like the plan for someone who just received a life-changing windfall.