Your family office knowledge base.

Discover how Federal Reserve rate changes influence investing, debt, and opportunity. Understand the nuanced impact on your financial playbook and why measuring true refinancing costs—including all fees—matters.

Using a Solo 401(k) is the optimal strategy for professional golfers retirement planning over a SEP IRA.

On this episode of the AWM NFL Podcast, host Riccardo Stewart is joined by Jeff Locke, Sam Acho, Joe, and Zach Miller to break down a topic every pro needs to understand: target date funds.

Disciplined, long-term investing—fueled by repeated habits and aligned incentives—consistently outpaces hot trends and influencer-driven advice, giving professional athletes and high-net-worth families the blueprint to preserve wealth across generations.

Copying politicians’ trades is a headline-grabbing idea, but reporting lags, incomplete data, and consistent underperformance against benchmarks prove it’s not a foundation for multi-generational wealth.

Financial plans for pro athletes should never be one-size-fits-all. In this episode, our team draws the parallel between building a custom home with an architect and designing your financial structure with a family office.

PGA Tour players can protect their privacy when buying a home by using strategies like purchasing property through an LLC or trust, working with attorneys, and shielding their information from public records. It also outlines steps to reduce online exposure—such as opting out of data aggregator sites, monitoring social media, and using virtual mailboxes—to safeguard personal safety and maintain control over private details.

In episode 215 of the podcast Justin and Mena tackle two frequently asked questions from our listeners: Can AI beat the market? And, what does it mean to "strikeout"?

As you graduate to the PGA Tour there are many decisions to be made and updates to make with the Tour. These are great benefits, so let’s try to make sure that you maximize them.