Adam Simon, partner/wealth management advisor, Succession Wealth Planning

09/03/2026

New Federal Reserve Chairman Kevin Warsh loves to talk about the supply of money in the economy and its effects on inflation. He won't like what the fresh data on it has to say.

09/02/2026

Very interesting article. Robots helping us parent. We shall see…

Parents are at a breaking point — AI companies see an opportunity.

09/01/2026

A state-by-state look at where child and elder care costs cause the most strain.

08/31/2026

Really good insight here if you're thinking about selling your business. "The Financial Truth Ladder" is a great concept.

Before assigning a valuation, institutional buyers evaluate cash flow quality, financial discipline, operational resilience and risk. Learn the five tests that matter most.

08/28/2026

A surprise to no one. She was the real deal. Have a great, relaxing weekend as we watch the summer wind down.

It seemed like a far away reality for many to imagine a world without Dolly Parton, but somehow that day has come.

08/25/2026

Parents just want the kids to have fun. And maybe play one less game per weekend.

08/21/2026

Be patient and let time to the heavy lifting. Love it. Have a great weekend!

Buffett’s value investing philosophy shows that you don’t need complex formulas or rapid trades to build wealth.

08/20/2026

A marathon in France’s Bordeaux region includes 20 wine stops. Dietitians don’t approve—and that’s part of the thrill.

08/18/2026

In theory, a holiday is a time to properly relax. In practice, there are several stages to pass through before that moment arrives, and several more to experience before you are fully immersed in work again.

08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.