by Steven Bernstein | Sep 25, 2026 | Blog
Owning a highly appreciated stock is a wonderful problem, right up until you decide to sell it. Maybe you bought the stock years ago, accumulated shares through your company, or simply made one very good investment. Now you’re sitting on a large gain and would love to...
by Steven Bernstein | Sep 25, 2026 | Blog
Having $10 million in one stock sounds like a fantastic problem to have. Maybe you spent decades working for the company, founded the business, inherited the shares, or simply made one spectacular investment and had the discipline, or good fortune not to sell it....
by Steven Bernstein | Aug 7, 2026 | Blog
Consider a physician in the early years of practice. After more than a decade of education and training, income is finally rising, student loans are declining and the pieces of a comfortable financial life are beginning to come together. There may be a new home, a...
by Steven Bernstein | Aug 7, 2026 | Blog
For years, baseball decisions were driven largely by experience, instinct and the practiced eye of the scout. Then Moneyball challenged the sport to look beyond conventional wisdom and ask whether the numbers were revealing something that experts had missed....
by Steven Bernstein | Aug 7, 2026 | Blog
The Savannah Bananas became a sensation by asking a question that traditional baseball had largely ignored: What do the fans actually want? They kept the heart of the game but removed much of what people disliked, including the slow pace, long pauses and feeling that...
by Steven Bernstein | Aug 7, 2026 | Blog
Because the most important asset in your portfolio isn’t your portfolio, it’s you. Let’s address the organic elephant in the room: healthy eating can be expensive. After all, when a salad costs more than a drive-thru combo meal and your weekly...
