Thought Leadership

Insights from Our Team.

The Frontier of Tax-Aware Investing

Noah Schwartz, CFP®
August 31, 2026

“Taxes are what we pay for a civilized society.”* They fund infrastructure, national defense, legal systems, and public services that make our prosperity possible. But overpaying is optional. There’s no trophy for best taxpayer.

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This Time is Different

This Time is Different

John Fischer, PhD
August 31, 2026
Who Chooses?

Who Chooses?

John Fischer, PhD
May 5, 2026
When It Rains, It Pours

When It Rains, It Pours

John Fischer, PhD
February 26, 2026
2026 Tax Form Schedule

2026 Tax Form Schedule

January 21, 2026
Magnolia’s Perspective (November 2025): The Everything Bubble

Magnolia’s Perspective (November 2025): The Everything Bubble

John Fischer, PhD
January 5, 2026
5 Key Areas to Focus On Before Selling Your Business

5 Key Areas to Focus On Before Selling Your Business

Chris J. Roe, CPA/PFS
October 16, 2025
You Only Live Once

You Only Live Once

John Fischer, PhD
October 13, 2025
The “One Big, Beautiful Bill” and What It Means for Your Family’s Finances

The “One Big, Beautiful Bill” and What It Means for Your Family’s Finances

Chris J. Roe, CPA/PFS
August 20, 2025
Magnolia's Perspective (April 2025)

Magnolia's Perspective (April 2025)

John Fischer, PhD
May 15, 2025
AI: Where's the Moat?

AI: Where's the Moat?

John Fischer, PhD
August 20, 2025
Think Global
Investing

Think Global

John Fischer, PhD
May 15, 2025
The Man Who Solved the Market
Observations

The Man Who Solved the Market

John Fischer, PhD
May 15, 2025
Got Cocoa?
Markets

Got Cocoa?

John Fischer, PhD
May 15, 2025
Flaws in Human Judgment?
Oservations

Flaws in Human Judgment?

John Fischer, PhD
May 15, 2025
A Larger Pie
Investing

A Larger Pie

John Fischer, PhD
May 15, 2025
The Only Free Lunch?
Markets

The Only Free Lunch?

John Fischer, PhD
May 15, 2025
Private Markets: The Velvet Rope
Investing

Private Markets: The Velvet Rope

John Fischer, PhD
March 18, 2026
Liquid to Solid: Navigating Liquidity Across Investment Vehicles
Investing

Liquid to Solid: Navigating Liquidity Across Investment Vehicles

Noah Schwartz, CFP®
May 15, 2025
Why I Wear Glasses
Updates

Why I Wear Glasses

Noah Schwartz, CFP®
May 15, 2025
Considerations for a Lump Sum Pension Distribution
Strategy

Considerations for a Lump Sum Pension Distribution

Larry G. Peery, II
May 15, 2025

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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