Writings

The Roots Come First 2021 marked the first full calendar year of Birchwood Capital. When people ask me how business is going, they tend to focus on the flexibility and freedom owning your own firm offers. At 30,000 feet, what we do is simple and exciting – help people retire with confidence. And there are…
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 “My investments don’t seem to be doing anything. Every time I look at a statement or check my balances online, they look stagnant. Something should be changed” Have you ever thought that? Today I want to share with you 3 things to help fix your investments.   Listen on Apple, Google, or Spotify.

Earning interest on safe investments is hard to come by these days. And with inflation here, the risk of losing purchasing power on savings accounts is a concern. When interest rates are low I must throw up the caution flags about the dangers of reaching for yield, that is, purchasing riskier and riskier securities that…
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 Roughly $61 trillion will go to heirs between 2018 and 2042. On today’s episode, I’m going to share with you how you can properly gift by thinking through 3 big questions: 1. Why do I possess what I possess? 2. What should we pass on? 3. How can we give financial capital effectively? Show…
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