We just went under contract to buy a house. Yes, in this market with these interest rates, we are buying a house. We can’t put our life on hold because interest rates are higher than they were a year ago. The real world doesn’t work like that. Humans are, as it turns out, not economic…

Warren Buffett is arguably the greatest investor of all time, to date. His track record is undeniable. Between 1965 and 2020, Berkshire Hathaway stock had an average annual return of 20%, almost double the return of the S&P 500 Index. Of course, we all know he’s the GOAT now, but how would investors have evaluated…

In case you missed it, we launched a cryptocurrency index a few weeks ago. With great anticipation and excitement, my account was funded and traded on launch day. I waited until late in the afternoon for confirmation that the wire from my bank did in fact make it to my new crypto account and breathed…

Science was the first academic subject I stopped pursuing, and I regret it. In high school, the only science options senior year were A.P. and required an extra hour for the lab work. I had other priorities, including a semi-professional dance career that took up a lot of my time. In college, I took the…

For over a year, I’ve been kicking around a blog idea in my head that I just couldn’t figure out how to write. The premise – America has a math problem. That math problem became painfully clear to me during the early days of the COVID-19 pandemic. I cringed each time I heard a misguided…

I don’t help people get rich, I help them stay rich.  My job as a wealth manager is to help clients hold on to their wealth and to preserve and grow it to keep pace with inflation. My number one priority is to ensure that money is there to meet their goals, when they are…

I can’t get that gospel song out of my head today. We knew this day would come, we just didn’t know the timing. The global scientific community has been in a race to produce a COVID-19 vaccine all year, and Pfizer is the first to report good news. They may not be the last. We…

I am hearing a lot lately that investors are “waiting until after the election” to invest cash. I get it. This election is the most polarizing in my lifetime, in all of our lifetimes. Throw in a 100-year pandemic, the expansion of mail-in voting to ensure voter safety, an almost guarantee that we won’t know…

I have spent my entire career in wealth management. It happened by accident. I wanted to be an investment banker, but neither of the regional banks that recruited at my school were interested in me. After graduation, I interviewed for a position on an institutional fixed income desk. Afterwards, I rode down the elevator with…

Despite completely losing my voice to a cold yesterday morning, I schlepped myself and my copy of The Undoing Project down to the Marriott in New Orleans to get Michael Lewis’ signature. That is after I frantically searched for but could not find my paperback copy of Liar’s Poker, my favorite Lewis book. Michael was…