Annual Family Financial Update Template
Download the Annual Family Financial Update Template here. It’s a zip file with a PowerPoint to present and a data … Read more
Morning Routines are Non-Fungible
It doesn’t really matter what some productivity guru or fitness guy or gal does when they wake up. Cold plunge, … Read more
Warren Buffett Didn’t Say That
Warren Buffett did not say “The stock market is a device to transfer money from the ‘impatient’ to the ‘patient’.” … Read more
The Mexican Fisherman
An American investment banker was at the pier of a small coastal Mexican village when a small boat with just … Read more
Cyber Security
Here’s what I know about cyber security and protecting your money, accounts, and privacy online. You have to assume that … Read more
“What do you do?”
Next time you’re at a social gathering with a friend, partner, or significant other, try this. When someone asks “what … Read more
85 Books That Changed My Life
Below is a list of books that I’ve read that have changed my outlook on life. Before reading each one … Read more
Finding Purpose and Meaning
Material possessions and experiences don’t satisfy. Always craving the next thing (dukkha concept from Buddhism, “suffering”). Stoic philosophy helps a … Read more