Financial Planning, Firm, Career, Equity Partners
Matt Smith
BigLaw and Advisory Fees: Announcing Flat-Fee ...

We’ve updated our fee structure to better serve the unique needs of BigLaw attorneys. By moving from Assets Under Management (AUM) to a flat fee, we reduce conflicts of interest and price based on complexity, not just your portfolio size. Here is why this matters for your wealth.

BigLaw and Advisory Fees: Announcing Flat-Fee Pricing
Financial Planning, Debt, Taxes
Matt Smith
The Fed Cut Rates. Here's How It Really Impacts ...

Have you noticed an uptick in ads for high-yield savings accounts and mortgage refinancing? It's no coincidence. The Federal Reserve's recent rate cut has kicked marketing into high gear. But before you act, understand the hidden tax implications of HYSAs and explore the powerful opportunity that mortgage refinancing presents for homeowners. This guide breaks down what you need to know.

The Fed Cut Rates. Here's How It Really Impacts Your Wallet.
Career
Matt Smith
Case Study - Navigating the First Year of ...

New equity partners often face higher expenses and unpredictable income—right when they’re making permanent financial decisions. Here’s how one attorney got ahead of the stress with a thoughtful financial strategy.

Case Study - Navigating the First Year of Equity Partnership
Investing
Matt Smith
BigLaw Attorneys: A Case for Portfolio ...

What if your “diversified” portfolio isn’t really diversified anymore? A modern approach may help high-income professionals protect and grow wealth more effectively in today’s market environment.

BigLaw Attorneys: A Case for Portfolio Modernization
Investing
Matt Smith
BigLaw Attorneys: It's Just Entertainment

Financial media is entertainment. “Outperformance” is alchemy. BigLaw attorneys may see more value from investment hygiene—like smart rebalancing, cash management, and tax-aware strategies.

BigLaw Attorneys: It's Just Entertainment

BigLaw Attorneys: The BigLaw Cash Grab: Fantasy or Financial Strategy?

BigLaw Attorneys: The BigLaw Cash Grab: Fantasy or Financial Strategy?

Everyone talks about the BigLaw Cash Grab: working hard for a few years, banking a ton of money, and then peacing out. But how realistic is it? And what does it actually take to make that strategy work?

, , ,

BigLaw and Advisory Fees: Announcing Flat-Fee Pricing

, , ,
BigLaw and Advisory Fees: Announcing Flat-Fee Pricing

We’ve updated our fee structure to better serve the unique needs of BigLaw attorneys. By moving from Assets Under Management (AUM) to a flat fee, we reduce conflicts of interest and price based on complexity, not just your portfolio size. Here is why this matters for your wealth.

Allegory of Tariffton: Tariffs, Debt, and the Family Budget

Allegory of Tariffton: Tariffs, Debt, and the Family Budget

What if the richest family in town decided to grow their own food and build their own tools—just to avoid paying the grocery and hardware store? This parable helps unpack the real-world logic of tariffs, national debt, and generational trade-offs.

Case Study - Navigating the First Year of Equity Partnership

Case Study - Navigating the First Year of Equity Partnership

New equity partners often face higher expenses and unpredictable income—right when they’re making permanent financial decisions. Here’s how one attorney got ahead of the stress with a thoughtful financial strategy.

BigLaw Attorneys: A Case for Portfolio Modernization

BigLaw Attorneys: A Case for Portfolio Modernization

What if your “diversified” portfolio isn’t really diversified anymore? A modern approach may help high-income professionals protect and grow wealth more effectively in today’s market environment.

BigLaw Attorneys: Life Insurance - Scams and the Real Deal

BigLaw Attorneys: Life Insurance - Scams and the Real Deal

Life insurance can be an essential tool for financial security, but many BigLaw attorneys dismiss it due to aggressive sales tactics and/or based on a vague understanding of their benefit at work. Here’s what you need to know about term vs. whole life insurance and whether you need additional coverage beyond your firm’s benefits.

Case Study - Estate Planning for All

Case Study - Estate Planning for All

Most young families assume they don’t have an “estate” to worry about yet. Kids will be taken care of by family or close friends if something happens; loved ones would tell the doctors what they would want if they couldn’t speak for themselves — but without legal documents, the state may decide instead. This couple changed that.

Case Study - Optimizing and Coordinating 401k and HSA Accounts

Case Study - Optimizing and Coordinating 401k and HSA Accounts

A routine check of a client’s 401(k) and HSA revealed missed contribution increases and over $20,000 in uninvested cash. By addressing these inefficiencies, we helped them maximize tax benefits and optimize their portfolio for long-term growth.