Mentoring At Scale. Each entry takes one thing I read that morning, teaches one concept from the practitioner library, references the chapter and section, and links to a free tool you can use on your own numbers.
A Field Note is a four-part unit: the news anchor, the concept taught in 100 words, the chapter-and-section reference for the deeper read, and the free hands-on tool to test the concept. This is where I weigh in on the subjects worth a practitioner read. New notes go up when a moment in the market deserves one — not on a fixed calendar.
EGI buys John Deere dealerships and bluefin tuna fisheries on a 10-12 year hold. The trade has a new name (HALO) but the structural edge is old — permanent capital out-bids the sponsor fund on asset-heavy cash flow. The succession architecture for it is a separate conversation most families have not started.
NIL money, year-round training academies, and Florida's tax/climate concentration have turned high-school athletics into a wealth-planning problem most families are not staffed for. The advisor seat is being created in real time.
The career-arc question is the harder one. The rookie contract gets the headlines; the second contract and the post-peak phase determine whether the wealth survives the career.
Practitioner commentary tied to the library — when the moment warrants. Plain prose. No flourish. Free; unsubscribe with one click.
When the topic warrants, the field note also posts to LinkedIn.