Cyrus Baravati CFP®, CPWA®, CWS®, Author at The Wealth Stewards

How Investing Priorities Shift Over Time

Your investment plan is a reflection of your financial plan; your financial plan is a reflection of your life. “Plans are nothing, but planning is everything.” That quote is often attributed to Dwight D. Eisenhower. Whether he said it exactly that way is almost irrelevant. The principle is what matters. A financial plan is not […]

Family Wealth Protection: Preserving More Than Money Across Generations

There’s a saying many families hear long before they ever meet an advisor: “shirtsleeves to shirtsleeves in three generations.” It’s usually shared as a cautionary tale. Sometimes by a parent who built a business from nothing, sometimes by a grandparent who watched a family fortune quietly disappear. The phrase endures because it feels uncomfortably familiar. […]