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“The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.”

DR. SEUSS

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Trust, Knowledge & Judgement

May 30, 2025
Reflecting on my journey since I entered the financial services industry back in 1993 at age 22, I can’t stress...
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History

May 27, 2025
Reflecting on my uncle’s 85th birthday gift—a 1945 New York Times newspaper—reminded me how headlines have always been dramatic. Back...
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Six Miles

May 23, 2025
I ran six miles—a feat that required grit and discipline. Interestingly, this experience made me think about financial planning. Just...
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Outperformance

May 22, 2025
Today, dive deep into the concept of outperformance and why societal pressure to be unique can be misleading.
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The Rule of 72

May 20, 2025
One concept that never fails to fascinate me is the Rule of 72. It’s a handy formula to estimate how...
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Profitability

May 16, 2025
Did you know that profitability is not just about financial gains? Today, I look into the concept of “relational profitability”....
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Can I Be Better?

May 14, 2025
Today, I delve into the impact of daily habits on our journey to self-improvement. Did you know that even small,...
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Buying Past Performance

May 13, 2025
Did you know that chasing past performance in investments can be misleading? Today, I dive deep into why relying on...
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Quitting

May 12, 2025
Emotional decision-making in investing can lead to missed opportunities. From my 30 years in finance, I’ve seen that the assets...
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Threshold for Pain

May 9, 2025
Did you know that our ability to handle discomfort significantly impacts our investment choices? Today, I explore the concept of...
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