Perspectives

Insights & research

Analysis, whitepapers, and market perspectives on the strategies that matter most to founders, executives, and physicians.

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All authors Firm Adam's take

Selling Your Business? Just Buy an ETF Isn't a Good Plan

By Avance Private Wealth · October 2026→

Buying an ETF Is a Good Start. Here's Why It's Not a Plan.

By Adam Vega · October 2026→

Concentrated Stock: Understanding the Risk-Reward Tradeoff

By Adam Vega · October 2026→

Why Bond ETFs Are So Much Worse Than Stock ETFs

By Adam Vega · September 2026→

ETFs vs Individual Stocks The Version Nobody Talks About

By Adam Vega · September 2026→

What I Tell Founders About Diversifying Out of Concentrated Stock

By Adam Vega · August 2026→