Conventional wisdom says that you should invest in the market in small bites. This is called “dollar-cost averaging.” Dollar-cost averaging is the philosophy of wading […]
Category: Blog
The end of a great quarter and the best Estate planning plan ever…
No two ways about it – the third quarter of 2024 was an excellent quarter. As was the year ended September 30th, when all major […]
The Best Months of The Stock Market Are Coming – Get Ready For Gains!
In the first part of August, I received many phone calls from clients who believed the world was surely coming to an end. I reassured […]
Slow your roll, don’t overthink – the cavalry is on the way!
Since announcing my semi-retirement, I have been reminiscing on my 35-years of investing for clients and my 53-year CPA career. In the beginning, we did […]
The Four Pillars of FIRE 🔥
If you read the first issue of this series, you know I’m hyped about rethinking the FIRE philosophy into four pillars: Financial psychology — This […]
“Save Like a Pessimist, Invest Like an Optimist” – Bill Gates
The month of June was an extraordinarily good month for our investments since they grew unexpectedly to mid-year heights. It is hard to imagine that […]
Three inspiring people you need to know about
Picture this: A 12-year-old boy, one of four kids, sits at his computer in the early 1990’s, planning a family vacation. Using travel points from […]
A new, unique take on FIRE
Rethinking the FIRE Construct I’ve been thinking about FIRE in new terms: Financial psychology Investing Real estate Entrepreneurship Together, these four concepts encompass everything we […]
How to Buy Real Estate When Everything is Expensive
I want to speak candidly to anyone who wants to buy a home. You’re facing three problems: None of these are going to get better […]
You Can Create Generational Wealth – Why Are You Waiting?
I know I write endlessly about the importance of investing early and often, yet most people do not realize how important this is in creating […]