Magnolia Private Wealth - Insights

Thought Leadership

Insights from Our Team.

No items found.

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

Chris J. Roe, CPA/PFS

Magnolia's Perspective (April 2025)

John Fischer, PhD

AI: Where's the Moat?

John Fischer, PhD

Investing

Think Global

John Fischer, PhD

Observations

The Man Who Solved the Market

John Fischer, PhD

Markets

Got Cocoa?

John Fischer, PhD

Oservations

Flaws in Human Judgment?

John Fischer, PhD

Investing

A Larger Pie

John Fischer, PhD

Markets

The Only Free Lunch?

John Fischer, PhD

Investing

Private Markets: The Velvet Rope

John Fischer, PhD

Investing

Liquid to Solid: Navigating Liquidity Across Investment Vehicles

Noah Schwartz, CFP®

Updates

Why I Wear Glasses

Noah Schwartz, CFP®

Strategy

Considerations for a Lump Sum Pension Distribution

Larry G. Peery, II

With Magnolia,
You Can Expect More.

We bring clarity to the complexities of wealth.

Contact

© 2025 Magnolia Private Wealth. All rights reserved.

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.