In college my dad gave me his copy of The Millionaire Next Door. I devoured the book and a lifelong interest in financial planning, wealth building, and investing was born. Reading the right book at the right time can have a huge impact on your future. Here are some brief thoughts on five personal finance […]
Five Impactful Personal Finance Books Read More »
2024 was about as good a year as it gets for investors. The S&P 500, an index comprised of approximately the largest 500 US companies ended 2024 at 5,881.24, just a couple of percentage points below its all time high. This was a 25.02% total return for the year, which followed a 26.29% total return
How To Prepare For The Next Bear Market During A Bull Run Read More »
As a Microsoft professional you have an opportunity to build wealth through your equity compensation, specifically Restricted Stock Units (RSUs). This hypothetical framework is geared towards the newer Microsoft professional who would like to lean into owning shares of the company you work for while maximizing Microsoft’s benefit plans to balance the downside risks of
Building Wealth With Your Microsoft Benefits Read More »
In this post I will evaluate the general rules of thumb around how much to hold in company stock (5-10%), evaluate the risks and opportunities, and give my thoughts on the potential situations where it may make sense to hold a more significant position in company stock than the general advice calls for. Equity Compensation
How Much Should I Hold In Company Stock? Read More »
A franchise has long been a viable path to wealth. However, the model is under stress from inflation and government regulation.
Is Buying A Franchise Still A Viable Path To Wealth? Read More »
Many people dream of having wealth during their lifetime. For some there is a desire to retire early and re-claim their time. For others wealth is seen as a way to help their family thrive through education, or to be able to contribute to charitable causes. While there are many paths to wealth, I will
Three Paths To Build Significant Wealth During Your Lifetime Read More »
The IRS has raised the 401k contribution limits for the 2024 year to $23,000.
Max Out Your 401k with the New $23,000 limit Read More »
“Money makes money. And the money that money makes, makes money.” Ben Franklin What My High School Math Teacher Taught Me About Building Wealth It was towards the end of my senior year in high school. I’d already been accepted into college. Other than my final high school track season, I had an acute case
How To Get Rich Slowly Read More »
