Olive Tree Wealth Management

In my latest blog, I give a real life example of "Comprehensive Planning" What's going on in your life that is part of your wealth, but not an investment in stocks, bonds or funds?

Clients Asked if They Should Sell an Investment Property: Here is My Response – Olive Tree Wealth Management Clients Asked if They Should Sell an Investment Property: Here is My Response Published on: Wednesday, March 12, 2025 I’m often left with the impression that people have a limited view of what I do for clients. People understand that I am a Portfolio Manager and that I handle my clients’ investm...

It has been very busy for the past few months. I’m grateful for the new business that has been coming my way. Many new clients are readers of this blog. It got me thinking about people who are in high demand. Here are my thoughts in my latest blog. I’d love to hear what you think

Is it a Good Sign When a Professional Has a Line Going out the Door? – Olive Tree Wealth Management Is it a Good Sign When a Professional Has a Line Going out the Door? Published on: Monday, February 3, 2025 Years ago I was speaking with the father of one of my close friends. He had been having health problems and I asked him how things were going. He said that he had an appointment with a cardiol...

I was golfing with a recently retired friend from high school. He showed me an app on his phone that measures his heart rate. Check out how much it changed since he retired. My latest blog.

Who Knew Retirement Could Lower Your Heart Rate? – Olive Tree Wealth Management Who Knew Retirement Could Lower Your Heart Rate? Last time I talked about people in their 50’s with busy careers who are getting tired and are starting to see the finish line. Today, I’ll tell you about someone who crossed it recently and the unexpected impact it had on him. Most people expect t...