• Lawrence, Kansas
  • Serving clients coast to coast
Client Login
Contact
Begin Your Journey

Notes from the practice

Thinking out loud about money, work, and living abundantly.

No market predictions, no product pitches. Just what we’re actually telling clients this month.

Filter

Is There an AI Bubble A Balanced View & How We’re Positioning Your Portfolio
  • Finance

Is There an AI Bubble? A Balanced View & How We’re Positioning Your Portfolio

Read the post →
Greg Hill – Alliance Talks Interview
  • Webinars

Alliance Talks Webinar | More About Pisces

Read the post →
Greg Hill – Alliance Talks Interview
  • Webinars

Alliance Talks Webinar | Giving, Foundations, & Families

Read the post →
  • Foodie

One Dish… Two Price Points… Great Flavor

Read the post →
  • Finance

It’s Not Just the Mortgage Anymore: Why Real Estate Costs Are Quietly Squeezing Homeowners

Read the post →
Navigating Tariffs and Economic Trends Investment Insights for 2025
  • Finance

Navigating Tariffs and Economic Trends: Investment Insights for 2025

Read the post →
Additional Features of the Wealth Vault
  • Webinars

Additional Features of the Wealth Vault

Read the post →
Greg Hill – Alliance Talks Interview
  • Webinars

Greg Hill – Alliance Talks Interview

Read the post →
Pisces Wealth Team and Alliance Talks Interview – The Philanthropic Blueprint
  • Webinars

Pisces Wealth Team and Alliance Talks Interview – The Philanthropic Blueprint

Read the post →