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January 14, 2025
Dear friends, As wildfires continue to engulf Los Angeles, we wanted to express our heartbreak for those affected. At One Wealth, we deeply value the strength and resilience of our community, and I assure you that we are doing our part behind the scenes to help all of those who face this tragedy. We also recognize the extraordinary efforts of the brave first responders working tirelessly to protect lives and homes. They, like so many everyday people, are the true heroes and will be remembered as beacons of hope during this unprecedented tragedy. In moments like these, unity and support […]
January 10, 2025
As we look at 2024 in the rearview mirror, I thought I would share a story of some time I spent with a client last week. “You’re not like other financial advisors,” she told me. I perked up, wondering where this was going next. “Most advisors that give us referrals are like…ugggh,” she said. “But the people you refer to us are so nice and appreciative.” “Thank you,” I replied. “I like to think of myself as more than just a financial advisor.” She then said, “Yes, you are more like a therapist meets financial guy meets a Rabbi!” I laughed, […]
January 9, 2025
In this episode of One Path to Wealth, host Jeremy Dicker and co-host Peter Hoopis explore the realities and challenges of managing large capital inflows.
January 3, 2025
Family can be tough. And making decisions around family can be really tough. I was meeting with a client this week, working with them on some of the patriarch’s estate planning. This individual is very committed and does everything for their family. However, while one of the siblings is not a bad person at all, they do struggle to always make the right decisions around the use of money. So, we began having discussions about why the current trust and estate plan was not be in anyone’s best interest, and better options. “If Karl runs out of money, then what?” […]