Third View Perspectives Newsletter

Financial intelligence and trusted advice to help individuals and families of significant wealth make more informed decisions.

Next Gen: Chase Big Returns Using the 10-10 Rule

Jun 11, 2026

•

5 min read

Next Gen: Chase Big Returns Using the 10-10 Rule

(as long as you get the 90% right first)

May 28, 2026

•

4 min read

Wealth doesn't require a 100% hit rate.

Plus how to avoid the 3 biggest exist mistakes business owners make.

May 14, 2026

•

4 min read

Next Gen: The 3 C's

A simple guide to personal growth and success in the "real world".

Apr 30, 2026

•

5 min read

The real risk during market volatility

Plus Frank appeared on the Barron's podcast to share our view on the future of financial advising.

Next Gen: 10 money lessons to learn young

Apr 16, 2026

•

6 min read

Next Gen: 10 money lessons to learn young

Making personal finance and investing simple for next-generation wealth holders.

Apr 2, 2026

•

12 min read

Managing risk after wealth creation

Plus what you need to know about venture capital and private markets.

Next Gen: Disruptive Companies - The Shopify Story

Mar 19, 2026

•

11 min read

Next Gen: Disruptive Companies - The Shopify Story

Making personal finance and investing simple for next-generation wealth holders.

Feb 26, 2026

•

9 min read

How we form the advice you receive

Plus the replay from our fireside chat and Q&A on healthcare in retirement.

Next Gen: Crypto - A Financial Advisor's Perspective

Feb 12, 2026

•

10 min read

Next Gen: Crypto - A Financial Advisor's Perspective

Making personal finance and investing simple for next-generation wealth holders.

Jan 22, 2026

•

8 min read

Brotherly Love: Jerry Sneed's Story

Plus Q4 market insights, podcast recommendations, and more.

Jan 8, 2026

•

13 min read

Next Gen: How to Get Started Investing

Making personal finance and investing simple for next-generation wealth holders.

Pulling back the curtain on our investment approach

Dec 18, 2025

•

11 min read

Pulling back the curtain on our investment approach

Plus an upcoming January live event + why you should be using a 529 plan.

Next Gen: The data behind trying to time the market

Dec 4, 2025

•

9 min read

Next Gen: The data behind trying to time the market

Making personal finance and investing simple for next-generation wealth holders.

The role of wealth advisors is transforming

Nov 20, 2025

•

11 min read

The role of wealth advisors is transforming

Plus, the story of Shopify and insights into trusts.

Next-Gen: The most powerful force in your life: compounding

Nov 6, 2025

•

10 min read

Next-Gen: The most powerful force in your life: compounding

Making personal finance and investing simple for next-generation wealth holders.

10 lessons from 10 years in private wealth management

Oct 23, 2025

•

13 min read

10 lessons from 10 years in private wealth management

Plus, are we in a bubble?

Next Gen: Smart money moves to start young

Oct 9, 2025

•

12 min read

Next Gen: Smart money moves to start young

Making personal finance and investing simple for next-generation wealth holders.

Sep 25, 2025

•

10 min read

Rethinking your family legacy

Plus when to talk to your kids about money, Frank on NYSE TV, & more...

Third View Perspectives Newsletter

Next Gen: Chase Big Returns Using the 10-10 Rule

Wealth doesn't require a 100% hit rate.

Next Gen: The 3 C's

The real risk during market volatility

Next Gen: 10 money lessons to learn young

Managing risk after wealth creation

Next Gen: Disruptive Companies - The Shopify Story

How we form the advice you receive

Next Gen: Crypto - A Financial Advisor's Perspective

Brotherly Love: Jerry Sneed's Story

Next Gen: How to Get Started Investing

Pulling back the curtain on our investment approach

Next Gen: The data behind trying to time the market

The role of wealth advisors is transforming

Next-Gen: The most powerful force in your life: compounding

10 lessons from 10 years in private wealth management

Next Gen: Smart money moves to start young

Rethinking your family legacy

Third View Private Wealth Newsletter