Yearly Archives: 2022

My new fund offer

Hey Folks. Just a quick announcement today. I am launching a new equity based investment fund where my readers can invest alongside me. 🙂 I believe I have demonstrated over time that I can add Alpha to a portfolio and beat the market index. I use a method called Factor investing to break down the different properties of… Read More »

Money, power, or fame

Pick one Which would you rather have, money, power, or fame? That’s actually a real interview question if you want to work for Pimco investment management. I think most people reading this would probably choose money over the other two. The problem with having power is that it almost always distorts the powerful person’s perception of reality. “Power… Read More »

A common retirement planning mistake

Retirement accounts are generally lauded for being tax friendly. But what if you’re a high income earner? 🤔 Can contributing to a tax advantaged retirement account hurt you instead of help you? Yes. I’ll demonstrate how in today’s post. A lot of readers here make over $100,000 a year. So let’s approach retirement planning from a taxation and… Read More »