Blog Insights

Performance Anxiety

April 6, 2026
In discussing performance anxiety, I realized the importance of authenticity. Early in my career, I often felt anxious about providing the "right" answers. My breakthrough came when I started admitting when I didn't know something and only spoke within my areas of expertise. This approach alleviated much of my anxiety and built trust with my…
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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.   Connect…
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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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The NFL Draft and Warren Buffett

May 7, 2025
Did you know the Detroit Lions traded up to grab an offensive guard from Georgia? This strategic move highlighted their…
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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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