Choosing Who Will Make Decisions for You if You Don’t Have Children

Published on November 10, 2026

If you don’t have children, I recommend choosing your financial power of attorney, health care power of attorney, and executor. Ask each person before you name them. If you have children, I encourage you not to assume they will be willing and able to serve in these roles, but to ask them.

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When 12% Becomes “Conservative”

November 10, 2026
You can’t talk clients out of recency bias with statistics. You can redirect it by asking what their return target is really for. When the conversation shifts from a number to a goal, you stop competing with advisors who promise more and start offering something they can’t: a plan the client believes in and can live with when markets turn.

The Blank-Page Problem in Values-Aligned Investing

November 10, 2026
We tend to treat values-aligned investing as a knowledge problem. As long as you learn the impact investing strategies, the client conversations will follow. However, after working alongside impact investors, wealth advisors, and the families around them, I’ve come to think there’s been a misdiagnosis.