Personal Finance

Information Overload

This is a repost of an article I wrote back in 2018. With the market being a bit volatile the past few days, I figured I would pull forward some content from back in the day. This was helpful back then to understand how crazy the world was getting with market volatility. At the same…

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Don’t Fight the Future

This past week, I was lucky enough to participate in a small business networking event in St. Pete. The goal of the golf tournament was simple, have fun, meet new people, and most importantly network. We had participation from every industry, from financial services to information technology, sports medicine to electrical engineering. A lot of…

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The Next Great Investing Sector

Where the world is going in the next few years is no surprise. Big tech wants your blood, they want your sweat, and they want as much data about you as humanly possible. Over the next few decades, technology is going to invade the healthcare industry like COVID invaded the globe. In 2018, the global…

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The Misinformation Age

Peter Lynch is famously quoted saying “buy what you know”. A simple statement to help investors find a path forward among the confusion of the investing world. In the 1970’s, when Peter Lynch ran Fidelity’s Magellan fund, investing was a platform for the ultra rich and highly educated. Today, anyone with a smartphone can trade…

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Hype Investing

This wasn’t a bunch of people with a solid investing thesis on businesses like Gamestop, AMC Theaters, and Blackberry but rather some brilliant research into how markets work followed by a lot of hype. If you need to get caught up on what happened, Gamestop has had numerous hedge funds betting on its demise for…

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Motion vs. Action

Over the past few weeks, I have been diving into Atomic Habits by James Clear. The book is a wonderful exploration of how our brains create both good and bad habits. If you ever read the book “The Power of Habit by Charles Duhigg”, this is a great follow-up and expansion on that same idea. One of…

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Small Steps

Starting a new goal or routine can sometimes seem unimaginable. Understanding that your body can run a marathon seems impossible when you are only in the early innings of training. The same is true for those looking ahead at retirement. The task seems almost like climbing a mountain, and to some, an unattainable goal. Over…

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Post: Gallery Example

A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. I am so happy, my dear friend, so absorbed in…

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Is Investing Really Gambling?

What do you see when you look at your investment portfolio? To some investors, it seems like small bets scattered across many stocks. But what really are we doing when we buy investments? Let’s begin with what you are actually buying; Assets and Cash Flows. With gambling, your dollars are handed over to some dealer or…

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Making Good Use Your Time

Over the weekend, I read an article discussing the Retirement Planning Pyramid. This was originally created by The Journal of Retirement Planning and then updated by Tony Isola of Ritholtz Wealth Management. All credit goes to Tony for bringing this content front and center and Josh Brown for getting it updated. The concept of the…

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