Dew Wealth

06/03/2026

Employment-related claims are one of the more underestimated risks for growing businesses, and labor laws can vary dramatically from state to state.

These claims can even surface in well-run operations, particularly for business owners managing teams across multiple states. One entrepreneur settled a $60,000 class action over unenforced bathroom breaks at a California call center. Not a bad actor. Just a missed policy requirement in a state with specific labor laws.

Employer Practices Liability Insurance (EPLI) exists for these kinds of situations: sometimes the greatest liability exposure isn’t fraud or misconduct, but simply not realizing how quickly employment risk can grow.

▶️ Full episode out now

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06/02/2026

Art on the walls. Collectibles. Unique assets built over a lifetime of success that don’t always fit neatly into traditional categories.

Corporate trustees can sometimes face challenges when managing and transferring these types of assets, as they’re not always structured to handle the maintenance, valuation, or oversight that specialized holdings may require.

Fortunately, there are trust structures designed specifically to help bridge that gap and make it easier to incorporate these assets into your estate plan.

If your wealth includes assets outside the standard categories, work with a local professional who understands the nuances and can help navigate the complexities involved.

06/01/2026

Billionaire Wealth Strategies for Entrepreneurs is officially out! 🎉

If you're generating 7–9 figures and still feel like your financial life isn't where it should be, this book was written for you.

Jim and Bryce break down the wealth strategies many high-level entrepreneurs use behind the scenes to think differently about growth, protection, and long-term legacy.

From business structure conversations to private wealth strategies, it’s designed to simplify concepts that often feel reserved for the ultra-wealthy.

Excited to share this with all of you.

You can grab your copy here:

Billionaire Wealth Strategies for Entrepreneurs: The Fractional Family Office®

06/01/2026

Billionaire Wealth Strategies for Entrepreneurs is officially out! 🎉

If you're generating 7–9 figures and still feel like your financial life isn't where it should be, this book was written for you.

Jim and Bryce break down the wealth strategies many high-level entrepreneurs use behind the scenes to think differently about growth, protection, and long-term legacy.

From business structure conversations to private wealth strategies, it’s designed to simplify concepts that often feel reserved for the ultra-wealthy.

Excited to finally share this with all of you.

Billionaire Wealth Strategies for Entrepreneurs: The Fractional Family Office®

05/28/2026

Only about 4% of the roughly 834,000 people calling themselves financial advisors in the U.S. are operating as true fiduciaries.

A fiduciary carries a legal obligation to act in your best interest — not their firm's, not a product company's. By contrast, many commission-based advisors can earn up to 100% of first-year premiums for certain products, which shapes what they recommend.

For entrepreneurs running seven-figure businesses and beyond, this distinction is foundational. The right advisory relationship is transparent about compensation, structurally aligned with your outcomes, and built to integrate every element of your wealth strategy with integrity.

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05/27/2026

Record highs on the market. Widespread uncertainty about the broader economy. It's a tension a lot of entrepreneurs and business owners are navigating right now, and the question coming up most often is: should I be repositioning my portfolio?

A recent study found that after stock market peaks, average one-year returns came in around 13.7%. Three-year returns averaged 10.6%. Five-year returns, 10.2%.

The best time to invest is usually a personal answer, not a market answer. The most productive next step is usually a candid conversation with an objective advisor — someone who can evaluate your situation without the emotional weight you're naturally carrying.

05/26/2026

Billionaires typically hold 40–50% of their wealth in private markets — real estate, hedge funds, private equity, venture capital. The rest sits in publicly traded assets.

Compare that to the standard advice many entrepreneurs receive: a 60/40 stock-bond portfolio, a 1% fee, and a handshake.

The allocation gap is still significant, but access to private market investments has expanded significantly. What once required a billionaire’s Rolodex is now increasingly available to those who know where to look and who have a trusted partner to help them navigate it.

The key is approaching it through an evidence-based process, because not every private investment is worth pursuing. Proper vetting matters. Coordination matters. Strategy matters.

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Apple Podcasts: https://dwm.la/4u7idNq

05/25/2026

Memorial Day carries a powerful reminder of the freedom that shapes opportunity, and the responsibility that comes with it.

Today is a moment to pause and reflect on what that freedom makes possible. For many, it’s the ability to build, create, and pursue meaningful work.

It’s also a reminder to appreciate the foundation behind those opportunities and to move forward with intention in how we use them.

05/22/2026

Building a successful business doesn't automatically mean your wealth is protected. When advisors aren't coordinating — realtors, insurance agents, attorneys, CPAs — the gaps in your protection plan can be enormous, and you may not even know they exist. One change in geography, one coverage oversight, and years of hard work are suddenly exposed.

That’s what we call a financial flat tire: an unexpected breakdown caused by misalignment. And the reality is, many people are driving fast with no one watching the full road.

Your wealth should work like a well-balanced wheel, connected and moving in sync. When every spoke works together, your wealth moves smoothly and stays protected.

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05/20/2026

You've built something real: a thriving business, a team, a vision. But somewhere along the way, you became the unofficial project manager of your own financial life.

Your accountant, your attorney, your insurance agent — they each do their part. The challenge is, they're rarely talking to each other. And you end up sitting at the center of it all, coordinating conversations you were never meant to have.

There's a better way to structure this. One where your advisors are coordinated, collaborative, and working toward the same goals — yours.

That's what a Fractional Family Office® is designed to do. Bring the whole wheel together, so you can focus on what you do best.

▶️ Full episode out now

Spotify: https://dwm.la/4dapHcR
YouTube: https://dwm.la/4vYzgmJ
Apple Podcasts: https://dwm.la/42ArAcQ