Adam Simon, partner/wealth management advisor, Succession Wealth Planning

06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

06/11/2026

Over five frantic days, Stuart A. Thompson gambled my family’s life savings on a hunch that A.I. could outperform a real estate agent. He wrote about it in the New York Times.

06/10/2026

I love the behavioral take on this. You're less likely to panic and make an irreversible mistake if you keep your long-term money invested. Have a great week!

Understanding how much cash to hold during your retirement can be a delicate balance.

06/09/2026

David Mills is the new chief executive of the nation’s largest and most problem-ridden power market. His experience as a Navy helicopter crewman should help.

06/04/2026

Self-employment can be a powerful wealth builder, but self-employed entrepreneurs often sleepwalk into a retirement-readiness crisis.

06/03/2026

I don't know who said it: "Things are never as good or as bad as you think." Have a great week and I'll always lean towards optimism.

The benefits—and dangers—of optimism

06/02/2026

Below the surface, prices for core goods have risen spectacularly. Trump’s tariffs are only part of the story.

05/28/2026

With supervoting shares and help from Texas state law, the CEO has worked to address governance issues he has faced at Tesla.

05/27/2026

I like the part about the first job is less important than the first few years. I tell young people starting their career path to first: relax. Finding A job is better than finding the PERFECT job and getting paralysis from analysis.

AI is changing work faster than ever. Here’s some advice leaders can give graduates and young people navigating an uncertain future.

05/26/2026

The most expensive mistake you're making in your business isn't a bad product decision or a botched marketing campaign. It's hiring the wrong kind of right person.