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21 Stories by [email protected]

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 on the performance...
0 4 min read

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, potentially, a lot...
0 4 min read

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 from bouncing off...
0 4 min read

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 be the book...
0 6 min read

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 building real wealth....
0 4 min read

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 math of low-fee...
0 3 min read

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 that I realized...
0 58 sec read

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 bill before you’ve...
0 10 min read

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 sense. The general...
0 4 min read

State of the Quarter – 2024 Q3

I run a small hedge fund to invest for friends and family, and once a quarter I send an update both on the performance...
0 6 min read