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State of the Quarter – 2024 Q4
I run a small hedge fund to invest for friends and family, and once a quarter I send an update both...
Tax-Free Wealth Book Review & Summary
Tax-Free Wealth Book Review Rating 5/5: 🌕🌕🌕🌕🌕 If you hate taxes like the rest of us, yet know that there is,...
Good debt vs bad debt
When I was a kid I was told to avoid sugar at all costs, attempts from my parents to keep me...
The Simple Path to Wealth Book Review & Summary
The Simple Path to Wealth Summary Rating 5/5: 🌕🌕🌕🌕🌕 Ever feel overwhelmed by investment advice? The Simple Path to Wealth might...
Money Move: Setup a Vanguard Brokerage Account
Ready to make your money work harder than a savings account? Welcome to your first brokerage account – the launchpad for...
Vanguard Index Funds
Imagine turning $100,000 into $1.5 million instead of $930,000. Sounds too good to be true? It’s not – it’s just the...
Money Move: Check Your Social Security Reported Earnings
Sometimes I get tired of retirement calculators. There. Are. So. Many. It was only after reading The Simple Path to Wealth...
Should we tax unrealized capital gains?
Imagine watching your Tesla stock soar from $100 to $1,000, making you a paper millionaire – but then getting a tax...
How much money should you save each month?
While the unfortunate answer to this question is almost always “more”, I bet we can find some data-backed baselines that make...