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Books

Jim Simons: The Greatest Investor of All-Time

Table of Contents The Man Who Solved the MarketOur DiscussionKey Insights From the ConversationFrequently Asked QuestionsFurther Reads Jim Simons passed away last week. He was ...
Weekly Updates

Wednesday Reading List

This Week's Takeaways: Tech has been the top-performing sector over the past ten years. Historically, that means it is set up to lag over the ...
Investing

The Biggest Market Risk Isn’t a Crash — It’s a Lost Decade

The S&P 500 fell nearly 50% during the 2000–2002 Tech Wreck, recovered to new highs, and then collapsed another 57% during the 2007–2009 Great Financial ...
Books

Best Books I Read in 2025

I’ve been sharing book recommendations on the blog for years and created a landing page if you want to check them out here . Fiction ...
Books

Book Review: The Algebra of Wealth by Professor Galloway

Table of Contents FrameworkStoicsFocusTimeDiversificationFinal ThoughtsFAQs about The Algebra of Wealth Professor Scott Galloway wrote a personal finance book. Given his following and other excellent content, ...
Weekly Updates

Wednesday Reading List

This Week's Takeaways: 84% of wealthy retirement investors prefer to invest in something other than a target-date-fund so they can create tax-efficient withdrawal strategies from ...
Financial Planning

The 5 Types of Wealth: 5 Simple Habits You Can Start This Month

I recently recommended The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life by Sahil Bloom. The book is a useful reminder ...
Weekly Updates

Wednesday Reading List

This Week's Takeaways: The events in Venezuela have geopolitical implications but shouldn't impact markets or economic forecasts much. To save on taxes in retirement have ...
Weekly Updates

Wednesday Reading List

This Week's Takeaways: If we don't have an AI bubble, it'll be the first time a transformational technology didn't lead to such excess. You can't ...
Weekly Updates

Wednesday Reading List

My latest: Important Year-End Financial Moves to Make Before December 31 This Week's Takeaways: The Fed cut rates today due to labor market concerns, but ...
Weekly Updates

Wednesday Reading List

My latest: Important Year-End Financial Moves to Make Before December 31 This Week's Takeaways: In a strong year for stocks there are still stocks and ...
Tax

Important Year-End Financial Moves to Make Before December 31

Warren Buffett once wrote that your investments don’t know they’ve circled the sun for one more year — but your tax plan certainly does. As ...