My Favorite Asset Class

Why be satisfied with a fast food meal with empty calories when you can have a 10-course meal that will leave you satisfied? That’s what I compare investing to my favorite asset class vs. the favorite asset class of the masses. While the crowds like the cheap thrills of the stock market and crypto can […]

Committing To The Success Of Your Marriage

According to a recent survey conducted by the University of Denver and cited on Insider.com, the #1 cause of divorce in the U.S. as cited by the respondents was a lack of commitment from one or both spouses. I’ve heard many of my own acquaintances echo a similar theme when explaining why their marriages failed: “We […]

Stop Following The Many And Focus On The Few

You crave connection and community just like me and everyone else. Most of us want to be liked and accepted by many. School, clicks, and social media all perpetuate and exploit this concept. With the proliferation of the internet and social media, the constant need for acceptance and to be part of a community has […]

Your Hidden Rituals will be Exposed

How many times did you hear this phrase growing up: “You are what you eat.” Of course, the implication is that if you eat junk, your body will be junk and vice versa. If you eat healthy foods, your body will reap the benefits. Taking this concept further, how much resources do we as consumers […]

Acquisition Vs. Application

Never in the history of the world has there been more information available to more people than today. With so many sources of information, training, and education – many of them free – the world is literally at your fingertips. Whether through Audible, YouTube, Ted Talks, Wikipedia, or any of the other of the many sources of knowledge, there […]

Affluent Investor Status

In a world of billionaires, the term millionaire doesn’t seem to have the same cachet it used to. Instead, the term high-net-worth-individual (HNWI) has taken the place of millionaires to refer to individuals with significant liquid investable assets. The term HNWI refers only to the basic category of affluent individuals. There are additional categories of […]

Get Your Goals Straight to Know How to Exit

Do you have an exit plan? If you’re scratching your head in response to that question, chances are you don’t have an exit plan. Let me rephrase the question. Are you planning on working for the rest of your life? If the answer is no, what is your plan for getting out of the rat […]

Why the rich get richer…

Take 90% of the wealth of the top 1% and redistribute it to the bottom 10%, and I guarantee that within two years, the wealth will end back up in the hands of those it was taken from, and the bottom 10% will return to the bottom 10%. That may be a harsh assessment, but […]

Diversify but Focus

“Diversification is a protection against ignorance. It makes very little sense for those who know what they’re doing.” -Warren Buffett Warren Buffett has long been an advocate of index funds for investors lacking knowledge and/or experience. Index funds are the poster children of diversification. They are the least risky investment alternative for retail investors because […]

Investing Like the Ultra Wealthy

You cannot find true freedom until you invest like those with all the freedom. Ultra-wealthy investors who are completely unbound by schedules or obligations – the ones that fill their calendars with only the things they want to do – all have investing habits in common. If you envy their lifestyles, learn how they achieved […]