
Get Rich versus Stay Rich
"I don’t help people get rich, I help them stay rich. My job as a wealth manager is to help clients hold on to their wealth and to preserve and grow it to keep pace with inflation. My number one prior...
25 Mars 20216min

What's Changed For Now and What's Changed Forever
"It will take time for the realization to set in that 2020 truly marked the end of a way of life we’ve known our whole lives. This doesn’t mean the new way of life will be worse. It may even be better...
22 Mars 20214min

Not the Same Internet as the Dotcom Bubble
"This era is fraught with misinformation, driven by social networks that iterate algorithms to expertly manipulate dopamine-driven human behavior. It presents a clear and present danger for investors....
19 Mars 20219min

Ray Dalio and the Power of Setting Defaults for Optimism
"I do consider myself a glass-half-full kind of guy. I think I was just born this way. I have plenty of worries just like the next person, but I have a huge amount of faith in the power of the human s...
18 Mars 20215min

Is Measuring Wealth Using A Scorecard A Good Idea?
"Because something is easy to measure doesn’t mean it’s important. In our haste to make life less complicated and predictable, we focus on measurable things. Just because we can." - Tony Isola For mo...
18 Mars 20214min

Macro Thinking
"You have to keep your head down when investors get manic over shiny objects. From Bitcoin, to GameStop, to NFTs, I would be slaughtered trying to speculate in these areas. Slow and steady, asset allo...
16 Mars 20217min

How Lucky Was Your Birth Year?
"Some people can create alpha in real estate, equities, etc. but I think much of the strong returns we have been seeing lately is in no small part due to dumb luck." - Barry Ritholtz For more visit: ...
16 Mars 20215min

The Twenty Craziest Investing Facts Ever
"If you had invested from 1960-1980 and beaten the market by 5% each year, you would have made less money than if you had invested from 1980-2000 and underperformed the market by 5% a year " - Michael...
16 Mars 20216min




















