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 […]
Category: Blog
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 […]
The Afford Anything Gen Z Beginner’s Guide to Money
Hey Gen Z friends, Welcome to adulting and the world of personal finance! As Generation Z, you have the incredible advantage of time on your […]
Weather Forecasters Are More Trusted Than Economists
Over the last several years, the profession of an economist has fallen to new lows. And quite frankly, they deserve the demotion they have received. […]