07/01/2026
Grateful to have attended the Advisor ScaleCon Elevate Conference last week in Austin, Texas, hosted at Dimensional Fund Advisors.
A few topics that stood out:
Diversifying Low-Cost-Basis Concentrated Stock Positions Through Exchange Funds
The Tax Shield: Turning Liquidity Events Into Multi-Generational Wealth
Unlocking Liquidity, Maintaining Autonomy - The ESOP Alternative Turning Real Estate Gains Into Long-Term Wealth Through 1031 Planning
Always learning so I can better serve my clients.