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Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 3
If you’re a frequent reader of Buffett, you’ll know that he’s not shy about his appreciation for America. That appreciation remains.
Mar 284 min read

Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 2
Yes, equity markets can be volatile and scary at times. This is why we need to have a strategic plan for our capital.
Mar 174 min read

Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 1
When you invest, you need to think like an owner. Here are some snippets of Buffett’s ownership thinking.
Mar 34 min read


Now That We Know
America took a deep breath this week. Some exhaled in relief. Others may still be holding their breath in disbelief. It doesn’t matter where
Nov 8, 20249 min read


Demystifying Diversification: What Does it Really Mean for Your Investments?
If diversification is such a well-known idea, why do some investors still get this wrong?
Aug 2, 20243 min read

Banks Are Not Our Friends
At least 3 or 4 times a year, I find myself uttering this phrase “Banks are not our friends.” Understand that I realize great people...
Mar 26, 20241 min read

Dear Bear Market Investors
When I was a freshman in high school, I decided to play football with the 9th grade team. I’ll admit now that I was doing it for personal...
Jul 20, 20228 min read

Inflation, Inflation, Inflation
Inflation, Inflation, Inflation. It’s all that people in finance seem to be discussing these days. Like watching a car accident caught on...
Apr 20, 20226 min read

Why Should You Hire a Financial Advisor?
WHY Hire a Financial Advisor A lot of people go back and forth about whether or not they should hire a financial advisor. In this video,...
Mar 23, 20226 min read



Ukraine: My Thoughts on Russia’s War with Ukraine
How I’m Feeling About Russia and Ukraine Video Transcript: Hey, everyone, I wanted to take a couple minutes before the weekend hit to...
Mar 9, 20223 min read

The Next 30 Years
“Let’s play old guys versus young guys,” I said to the group. I always like to watch the younger guys’ eyes light up when I utter this...
Feb 23, 20229 min read

Money Conversations: Part 2
As I shared in Part 1, I love doing impromptu Q&A sessions during my workshops on retirement or financial planning. Just like attendees...
Dec 13, 20217 min read

Money Conversations: Part 1
One of my favorite parts of financial workshops is the Q&A. A few years ago, I decided that I would avoid using powerpoint when giving a...
Nov 22, 20216 min read

Halftime 2021: An Interview with Steve Osterink Jr., CFA®,CFP®
HALFTIME 2021: A Discussion About the Economy and Markets For those who don’t wish to watch the full length interview, you can find an...
Jun 29, 202137 min read

A Conversation About Bitcoin
Bitcoin is once again dominating headlines and conversations, as the recent price of Bitcoin surpassed $40,000 for the first time. In an...
Feb 9, 202137 min read

2020 Jazz: Financial Plans Need Flexibility
Want to have a good laugh? I recently took a few moments to review my personal and investing goals for 2020. That’s right—I actually set...
Nov 10, 20204 min read

Supporting Local Businesses
Small business is a passion of mine. Every day, millions of entrepreneurs and small businesses wake up and embrace the daily grind. As a...
Jul 29, 20201 min read


Dear Retirement Investor, What If You’re Wrong?
Over the last several weeks, it has been a whirlwind of headlines from the financial media. Despite some very encouraging fundamentals in...
Jun 12, 20187 min read


5 Reasons You Shouldn’t Invest In Bitcoin
If you’ve been paying attention to the talking heads lately, you’ve probably heard something about the phenomenon that is Bitcoin. Or...
Nov 29, 20174 min read
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