Author name: Julia Gonzales

What do insurance agents and rock stars have in common? About Michael Ross Michael Ross is a 30+ year veteran financial advisor. After 30 years with Morgan Stanley, he is now an independent financial advisor who specializes in helping business owners exit their businesses and move to the next phase of their lives. My answer […]

Current Client Conversations & Revocable Living Trust Two key conversations this week worth talking about.    The first involved a client in Tennessee with whom we are working with her estate attorney on getting some estate planning done.  No, this doesn’t involve the sunsetting for the TCJA’s high lifetime gifting limit.  Rather, this involves a decision

Current Client Conversations & Presediantial Politics This is my reflection on conversations that I have had with clients over the past week that I believe gives you a grasp of those relationships with roughly 120 clients we work with.   One topic that came up multiple times is how people are delaying significant decisions because of

Current Client Conversations & Difficult Moves About Michael Ross Michael Ross is a 30+ year veteran financial advisor. After 30 years with Morgan Stanley, he is now an independent financial advisor who specializes in helping business owners exit their businesses and move to the next phase of their lives. I spent a significant amount of

Current Client Conversations Managing Expectations Each week I summarize the central themes of conversations I am having with clients lately for you, simply to give you sense of how these dialogues go; to give you a flavor of how I work with clients.  Right now I am trying to set expectations for 2025.   Using Recency