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Books

Die With Zero

Table of Contents The Nine RulesRule 1: Maximize your positive life experiencesRule 2: Start investing in experiences earlyRule 3: Aim to die with zeroRule No. ...
Books

Review: The Millionaire Next Door by Stanley and Danko

Table of Contents Book Overview & First ImpressionsKey Insights & Research FoundationThe Wealth EquationReal Millionaire Spending DataThe Seven Traits of Wealthy AmericansWhat Millionaires Actually Spend ...
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 ...
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 ...
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 ...