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February 6, 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.
February 3, 2025
Stock Market It was a wild final week of trading in January, but that didn’t stop the major indexes from ending the month in positive territory. The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all posted gains, even after a roller-coaster ride fueled by earnings reports, the Federal Reserve’s latest decision to keep interest rates steady, and some big AI news out of China—where startup DeepSeek unveiled a powerful, low-cost AI model. For the month of January, the stock market’s three major indices performed as follows: S&P 500 2.7% The Dow 4.7% Nasdaq 1.6% It was the third straight positive month […]
January 31, 2025
“The person I look up to most is my daddy,” the essay read. “The reason I do is that he always says, ‘Never judge a book by its cover.’ He always says that people will surprise you, so let them.” We are applying for private school (again!) for my daughter, and she had to write a series of essays about who she is. One of the questions was who she looks up to. I walked in the kitchen the other day after she had already left for school, and I spotted her essay sitting on the table. I read it […]
January 24, 2025
In 2008, we went through the credit crisis in the U.S. Markets failed all around the world. People lost their homes, their life savings, businesses failed at record levels, and much more. I remember that year well. It was also the year I got divorced. My income fell by 40%. Business was difficult to say the least. As a leader that had numerous people relying on me, I had some very difficult decisions to make. Should I keep the lifestyle I had become accustomed to, the nice car, dinners out, travel, etc.? Or should I keep my business running against all odds, ensuring a livelihood […]
January 23, 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 17, 2025
Jerry Seinfeld said recently at a college commencement speech something that really resonated with me. “Focus on becoming, not having,” the iconic comedian said, addressing the crowd of young, eager graduates. “Having will come as a function of focusing on what you become.” That’s pretty incredible advice. So, as we start 2025, I encourage you to focus on working towards on becoming who and what you want – the best version of you. It’s so interesting to me; we all start the year the same way. Gyms are packed. Dry January. Save more and do better with money. All these […]
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?” […]