How to view money’s role in determining success

My work centers around helping others make goal-aligned decisions with their money. But that begs the question: How well do I take that advice myself?

Silicon Valley Bank collapsed. Naturally, this has raised widespread concern as depositors and investors are questioning their confidence in banks.

Construct a portfolio that gives you the highest return per unit of risk. Looking backwards, this is easy. Looking forward, this is hard. How do you manage this uncertainty?

If you’ve ever found it easier to give advice than implement advice, you’re not alone. It’s more common to know what to do than to implement what’s common. If we know what to do, why don’t we do it?

Incentives drive outcomes. Today the government incentives real estate through multiple areas in the tax code.

Your money stretches to the length of your desires. The shorter your desires, the longer your money stretches.

While you cannot avoid Uncle Sam finding his way into your pocketbook, you can plan around minimizing how much he takes.

Expectations of future returns can be tied back to fundamentals of how cheap or expensive a company's cash flows are.

ETFs rely on a creation/redemption mechanism that allows for the continuous creation or destruction of ETF shares which reduces, or in many cases, completely eliminating capital gain distributions.

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?

How is your benefit calculated? When do you start social security? How much of your social security is taxable?

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.

Your HSA is as valuable (or more) than your Roth IRA - here’s the tools on how to utilize it for your advantage.

Knowing the tax implications from purchase, rental, to sale allows you to maximize your return and minimize risk and taxation.

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.

What’s worth it isn’t easy and what’s easy isn’t worth it. Tending to the field is necessary.

There is no such thing as passive investing, just agreed upon rules. Which rules should you abide by?

To be everywhere is to be nowhere. By doing less, we get more. This is the paradox of prioritization.

Your brokerage offers a host of potential tax savings and net worth growth. Are you missing out on tax savings in your brokerage?