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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?” […]
January 2, 2025
Stock Market Stocks stumbled in December, limping to the finish line of 2024 with three straight days of significant losses, including the Dow’s worst monthly performance in more than two years. Despite December’s sluggishness, the major indexes posted sizable gains for the year. In fact, U.S. stocks concluded another extraordinary year on Wall Street on December 31st, driven by 2024’s surging demand for artificial intelligence, a surprisingly robust U.S. economy, and the Federal Reserve’s interest-rate reductions. These factors propelled the major stock indexes to numerous record highs throughout the year. The S&P 500 delivered another year of double-digit growth, climbing […]
December 27, 2024
What is real wealth? I think everyone has their own definition of what that term means. For some, it is how much money they have, or success and even health. In fact, in many polls of high-net-worth individuals, they rank health, relationships, and freedom to follow their passions as the highest value to wealth. In my experience – and certainly for me – it is all of the above. And that also includes the success of those around me: my family, friends, clients, and team. Everyone. Identify what that term means and go all in. Get crystal clear on what you […]
December 20, 2024
The passage of time gets more real every year. So, this year, I decided to take good care of my health. That led me to seek out every medical exam under the sun, from a standard physical exam to extensive blood work, and even the dreaded colonoscopy – the works! For anyone that knows me, this is a big deal as I am NOT one to get sick or go to doctors. But, at 47, I want to make sure I will be here for another 47. As I reflect on that, on the age of my children, the age […]
December 19, 2024
Jeremy Dicker and co-host Peter Hoopis unravel the complex web of information that shapes our financial choices.
December 13, 2024
Is it Thanksgiving or thanks for giving? I think people often forget what it means to actually be thankful. This time of year, as we just finished Thanksgiving and we’re all looking to close out 2024 on a high note, I encourage you to keep in mind how important it is to be thankful. Account for all the things we have and enjoy with gratitude every day. But I urge you to focus not only on all of the things that have gone well or the abundance in your life, but all of the challenges and things that have not […]
December 6, 2024
I was with clients of mine earlier this week. We went over their investments and, in general, how they were doing. They shared the birth of their most recent grandchild and how that has been going. They were able to rent a house just a few doors down from her, and they told me how happy that made them and the family. Then, as we were getting ready to wrap up our Zoom, Anna stopped me and said, “Jeremy, we need to say thank you to you and your team.” “No worries,” I said. “It was our pleasure.” She then said, […]