Videos
Short, practical videos from Stefan and the team on investing, wealth management, financial planning, and tax. Browse the full library here, then watch whatever is most useful to you.
3 Common Pitch-Deck Mistakes Founders Make
Three common pitch-deck mistakes founders make when presenting to investors, what investors look for, and how to tell a clearer fundraising story.
A Look at Our Quantitative Investment Approach
How the team uses quantitative tools and data in the investment process, where human judgment still matters, and why no tool removes market risk.
Investment Conference Takeaways: Market Risks and Opportunities
High-level themes from a recent investment conference on where markets face risk and where opportunities may sit, framed as general education.
Asymmetric Investing: Risking Less to Pursue More
Risking a small, defined amount for the chance at a larger outcome, where it appears in a portfolio, and the caveats.
The Investor's Dilemma: Weighing Risk and Reward
How investors weigh reward against the risk taken to pursue it, and what due diligence examines before capital is committed.
Patience and Compounding: Why Time Matters in Investing
How compounding builds as returns compound on prior returns, why time in the market matters, and how emotional decisions interrupt it.
Charitable Giving Through a 501(c)(3): How It Works
What a 501(c)(3) is, how gifts can be deductible when you itemize, and how public charities differ from private foundations.
How Health Savings Accounts (HSAs) Work: The Triple Tax Advantage
How HSAs work: pairing a high-deductible health plan with a triple-tax-advantaged account, eligibility, 2026 limits, and long-term uses.
Donor-Advised Funds Explained: A Flexible Way to Give
How donor-advised funds work: contributing assets, taking the deduction in the year of the gift, donating appreciated securities, and recommending grants over time.
How to Build a Business Exit Plan: A Framework for Owners
A framework for exit planning: setting goals, understanding value drivers, and coordinating the tax, estate, and financial moves before a sale.
Why We Call It 'Job Optional,' Not Retirement
Why optionality, not an age, is the real goal, and how to build toward it.
The Secret Power of Life Insurance That No One Talks About
The overlooked ways life insurance can work inside a wealth plan.
Tax Strategy for Business Owners
How proactive, year-round tax planning keeps more of what a business owner earns.
The Real Risk Most People Ignore with Social Security
The Social Security decision that quietly costs households the most.
The Big Beautiful Bill: 3 Massive Changes You Need to Know
Three changes in the latest tax law and what they mean for your plan.
401(k) Power Tools You're Not Using
The 401(k) features most participants never touch, and how to put them to work.
The Real Me
A personal note from Stefan on what drives the work.
Self-Control Wins
Why discipline beats impulse, in markets and in life.
Tax Planning: Keep More of What You Make
Simple framing for why proactive tax planning pays off.
How Losing $50 Million Led to Launching Our RIA
The origin story behind the firm, and the lesson that shaped it.
The #1 Habit That Controls Your Mind: Breathing
A simple habit for staying calm and clear under pressure.
Consistency Beats Intensity
Why steady habits compound further than occasional bursts.
Warren Buffett's Compounding Secret
The compounding lesson behind one of investing's great records.
A Good Foundation Is Key to Success
Why getting the fundamentals right comes before everything else.
Nobody Cares About Your Resume
Why results and judgment matter more than credentials on paper.
The Key to Long-Term Success
The mindset that separates lasting success from a quick win.
Embrace Challenging Opponents to Grow Your Business
How tough competition can sharpen a business rather than threaten it.
Most IRA Accounts Are a Scam: Here's What the Wealthy Do Instead
Why typical IRAs can underperform, and what disciplined investors do.
Small Adjustments, Big Impact
How minor course corrections compound into outsized results.
Why AI, Government Spending, and the S&P 500 Are Sending Warning Signals
Reading the market signals from AI, government spending, and the S&P 500.
Conserve Energy for Peak Performance
Managing energy, not just time, for sustained performance.
Good Posture Is the Ultimate Life Hack
A small daily habit with an outsized effect on how you show up.
Kill Your Ego
Why setting ego aside leads to better decisions.
Stefan Whitwell's Personal Take on Taxes
A short, personal perspective on proactive tax strategy.
A Quiet Invitation
A short video can spark a big question. If something here made you wonder how it applies to your own plan, let us turn it into a conversation about what it means for you. We do not believe in pressure or hard pitches. We believe in the right relationship with the right people at the right time.
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