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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.…
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Stuck in the Middle? The Sandwich Generation and Finding Your Way Through
Are you raising kids while also helping aging parents – financially, emotionally, and logistically? If so, you’re not alone. This “sandwich generation” season can…
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How Vulnerability Helped Virginia G. Piper Charitable Trust CEO Steve Zabilski Serve a Higher Purpose
In this episode of Stewards of Success, we welcome a community titan and humble servant leader, Steve Zabilski, the former executive director of St.…
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Private Jet Travel: A Strategic Tool for Business Owners
If you’re an entrepreneur, we understand time is likely your most valuable — and scarce — resource. Between managing companies, clients, and families, you…
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Rethinking Risk: Building Resilient Portfolios in an Uncertain Market
For high-net-worth families, market volatility does more than influence portfolio performance —– i. It tests the durability of long-term plans, challenges multi-generational priorities, and…
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Why Alternatives Are No Longer Optional
For decades, investors relied on the 60/40 portfolio — 60% stocks, 40% bonds — as the cornerstone of wealth management. That mix worked well…
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Why Trust and Culture Are Your Most Valuable Business Assets
Ask a room of business owners about value, and they’ll often discuss balance sheets, revenue multiples, or EBITDA.1 But working with seasoned leaders, we’ve…
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Business Exit Planning: How to Avoid Becoming a Statistic
Selling a business is often the biggest financial transaction of an owner’s life. Yet studies show that up to 90% of liquidity events fail…
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How Tim Vasquez Scaled Someburros While Staying True to Family Roots
On this week’s episode of Stewards of Success, Jeff and Brent welcomed Tim Vasquez, third-generation restaurateur and Someburros owner and president. The Chandler-based chain…
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Roth Conversions: A Hidden Lever of Tax Planning for High-Net-Worth Families
As families grow their wealth, their financial lives naturally become more complex. We’ve observed while performance still matters, the real edge often comes from…
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Should You Ever Borrow From Your 401(k)?
We see moments like this all the time with clients: cash is tight, an opportunity arises, or a personal expense demands immediate funding. One…
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Business Scaling with Passion: Business Lessons from Men’s Ice Hockey Coach Greg Powers at Arizona State University
Listen to the Podcast On the inaugural episode of Stewards of Success, hosts Jeff Breese and Brent Mekosh of The Wealth Stewards sit down…
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How to Plan Ahead for Required Minimum Distributions (RMDs)
If you’ve built up savings in a traditional IRA or workplace plan like a 401(k) or 403(b), congratulations — you’ve taken advantage of years…
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Infrastructure, Real Estate, and the Next Wave of Alternative Investments
When markets become volatile, most investors fall back on the traditional 60/40 portfolio: 60% stocks, 40% bonds. However, as many learned in 2022, stocks…
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How Direct Indexing Helps Business Owners Cut Taxes and Build Wealth
When you’ve spent years building a business, the last thing you want is to see your hard-earned wealth eroded by unnecessary taxes. For many…
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What Business Owners Should Know About Bitcoin
Every business owner knows the feeling: you work hard, grow revenues, and build equity, only to realize the dollar in your hand buys less…
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Beyond the Exit: Redefining Success for Business Owners
Selling a business is often described as the ultimate victory. Years of hard work, sacrifice, and persistence finally pay off with a major liquidity…
