Creating an investment strategy that works for you requires 3 basic things. One, an understanding of when you'll need to access the...

If you want to understand the last 4 decades of technology, consider the following thought experiment. “Ignoring everything connected to...

I think this book is an antidote to the 40 year career. Not so much that it stops you from working from 40 years, although it might do...

If you're thinking of exiting your business in the next few years, you might want to consider what it will take to get your business...

I hope you're having a great summer and enjoy the following recs. Getting the Goalpost to Stop Moving, by Morgan Housel: What I love...

Budgeting is a powerful mental and psychological tool that can greatly improve your quality of life. Unfortunately, done improperly, it...

Returns for stocks come in two forms, dividends and price appreciation. Across the S&P 500, the dividend yield currently sits at about...

Ray Dalio popularized the concept of the "All Weather Portfolio," an asset allocation strategy that is diversified enough to perform...

It's well known that giving money to charity is a great way to reduce your taxable income, as well as support charitable organizations....

The business begins where the profits (or opportunities for profit) begin. Everything else is just a collection of commodity assets....

Happy Fourth of July! I hope you have a great weekend and enjoy the following links. How to Stop Overthinking by Pia Callesen:...

This post is my notes and reflections on Peter Thiel's talk, "Competition is for Losers." I think this is possibly the most impactful...

I have just two recommendations for you in this month's newsletter. I think what I most enjoy sharing is something that empowers a...

Hope you're enjoying the warmer weather, and a return to normal life in the near future. This month, my recommendations are: Clockwork:...

This month, I recommend you check out Tim Ferriss's interview with Hugh Jackman. Besides playing Wolverine, Hugh Jackman has had an...

The best thing I found this month was this lecture by Clayton Christensen at Google. Christensen is known for his work on why large,...

Your book recommendation this month is Never Split the Difference, by Chris Voss. Voss is a former FBI hostage negotiator. He shares his...

You are probably here because you are looking for a financial advisor. Like many people, you may not quite know where to start, or even...

Happy New Year! Hopefully you've taken some time to relax, reflect, and rest up over these last couple weeks. If not, I encourage you to...

Happy December! I hope that you are doing well, and are making the most of this year and the many opportunities it has provided for...