How much do I need to start investing?

Small Steps, Big Returns: Investing on a Budget Over the nearly 20 years that I’ve been an investment advisor and financial planner for working families from a variety of backgrounds, one of the biggest reasons I hear that people haven’t started investing yet is that they don’t have a lot of money. Many people believe […]

Understanding Inflation

Inflation, the insidious thief of purchasing power, is a topic that often sparks anxiety among investors and everyday consumers alike. As a financial advisor, it’s my duty to demystify this complex economic phenomenon and equip you with the knowledge to safeguard your financial future. What is Inflation? In its simplest terms, inflation is the rate […]

The Marshmallow Test: A Lesson in Delayed Gratification for Investors

How giving kids a marshmallow successfully predicted their success later in life. In the 1960s, a groundbreaking psychological experiment was conducted at Stanford University. The experiment, now famously known as the Marshmallow Test, involved offering young children a simple choice: they could either eat one marshmallow immediately or wait a short period and receive two […]

Don’t be fooled: markets often rally right as a recession starts

The Correlation Between Late Market Rallies and the Start of Recessions The relationship between late market rallies and the onset of recessions has been a subject of interest and analysis among economists and investors. The stock market is often considered a leading indicator of economic health, and the occurrence of late market rallies just before […]

The Founding Four, Part 6 of 9: Protecting Your Plan

I’m back to finish my series on The Founding Four principles of good money management. This is the sixth of the 9-part series in which we dig deep about the four most important topics to tackle in your financial life. To get the most of this series, please read them in order. Part 1 gave […]

Rich Guys never stop learning.

Join our email list today!