Why I Don't Like Individual Stocks
02.19.2025 // Markets & Investing

I don’t like individual stocks.

I don’t like talking about them, I don’t like looking at balance sheets and income statements, I can’t stand listening to or reading quarterly reports, and I especially don’t like it when they cause my clients fear or fear of missing out.

 See More

A Message to Younger Investors
02.13.2025 // Markets & Investing

Over $100 trillion in wealth will transfer from Baby Boomers to Millennials by 2048. That’s the estimate from Cerulli Associates.

This shift will redefine how Millennials build and manage wealth, and it also presents an enormous opportunity for financial advisors to provide real value. But here’s the problem: I’m not sure Millennials will want it.

See More

Books and Principles
02.06.2025 // Markets & Investing

I used to read a lot of books about personal finance and investing, but I don’t anymore. Not because they aren’t valuable, but because after a while, you realize they all cover the same ten principles:

 See More
Load more
Reset