Why Bond Prices Fall When Interest Rates Rise
Equity markets have fallen 25% year to date and the bond market is down 17% - whatever happened to bonds acting as a ballast for market volatility?
Ultimate Quick Start Guide to Social Security
How is your benefit calculated? When do you start social security? How much of your social security is taxable?
Necessity of Discipline & Money
Success with your personal finances often hides behind boring solutions and underused basic insights. Being disciplined with the fundamentals is not cool or sexy - it just works.
Health Savings Account (what you don't know)
Your HSA is as valuable (or more) than your Roth IRA - here’s the tools on how to utilize it for your advantage.
Basics of Real Estate Property Taxation
Knowing the tax implications from purchase, rental, to sale allows you to maximize your return and minimize risk and taxation.
Why Investors Fail
The reason few achieve wealth is because everyone wants to get rich quick - no one wants to get rich slow. The former is a wise tale, the latter is reality.
How To Train The Muscle of Resilience
What’s worth it isn’t easy and what’s easy isn’t worth it. Tending to the field is necessary.
Is the S&P 500 Actively Managed?
There is no such thing as passive investing, just agreed upon rules. Which rules should you abide by?
The Paradox of Prioritization
To be everywhere is to be nowhere. By doing less, we get more. This is the paradox of prioritization.
Underrated Brokerage Tax Planning Strategies
Your brokerage offers a host of potential tax savings and net worth growth. Are you missing out on tax savings in your brokerage?
Stoic Financial Planning
Wealth is not limited to those who have money. Rather, wealth is limited to those who ascend to an excellent moral character.
Origin of Stocks & Bonds (& Why Prices Behave The Way They Do)
Exploring — Where do stocks & bonds come from? How are they priced? Why do prices fluctuate the way they do?
No, you don’t need permanent life insurance
For 99.99% of individuals looking to cover the risk of a premature death, term insurance makes the most sense. Here’s why -
The Power of Narratives During Market Volatility
Volatile markets do not mean the market is broken or the world is ending. Sharp price declines are a part of the markets (& should be expected).
The cost (& power) of leverage
Just as physical leverage allows you to lift an object with less effort, financial leverage allows you to increase return with less capital. Is this finally the cheat code we’ve been waiting for?
Should you invest in dividend stocks?
Are owning dividend stocks a superior way to invest in the stock market?
What Do Rising Interest Rates Mean for the Economic Machine?
An overview of how the Economy works & the role the Federal Reserve plays in it.
Budgeting: Inverted
What isn’t measured doesn’t progress. Budgeting is the key, but how can you create a budget that actually works?
Stock Picking: Luck or Skill?
We’re overweight our belief in skill and underweight our belief in consistency. What odds for a successful financial independence are you will to accept?
The Art of Delayed Gratification
A healthy body, clear mind, loving relationship, & true wealth lies in your ability to delay gratification. Why are some better at delaying gratification than others?