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Investing & Markets

A collection of 5 issues

Every Market Crash Taught Me Something—Here’s What You Can Learn Too

If you’ve been investing long enough, you’ve felt it. That pit in your stomach. The moment you check your portfolio and see red—lots of it. The fear that whispers, “Should I sell? Should I get out before it gets worse?” I’ve lived through six major market

Why Real Estate Feels Safer Than Stocks (But That Doesn’t Make It a Better Investment)

The numbers don’t lie: The stock market has crushed real estate in returns over the last 50 years. Yet, people still say real estate is the better investment. Why? Because real estate investors aren’t playing a numbers game. They’re playing a psychological game—and they don’t

Antifragile: Mastering Both Sides of Wealth Management

When I think about my work as a financial planner, I don’t just see it as managing money. It’s about balancing two equally important sides—the technical side (investment strategies, risk management, taxes) and the human side (guiding decisions, managing emotions, and helping clients stay the course). From

Uncertainty Isn’t New—Panic Still Isn’t a Strategy

Every few years, something happens that convinces people the economy is on the brink of collapse. Right now, it’s a mix of political restructuring, tariffs, and policy shake-ups. A few years ago, it was COVID-19. Before that, it was the Great Financial Crisis. Before that, the dot-com bubble. Every

The American Dream: Homeownership or Financial Burden?

John and Jane Doe did everything right. They’re married with two kids, disciplined savers, and have accumulated $1 million in investment assets—including $500,000 in Treasuries earmarked for a home down payment. They live comfortably within their means, taking home $12,000 per month after taxes while keeping

This blog is a personal project and is not affiliated with my financial advisory practice. The views expressed are my own and do not constitute financial, tax, or investment advice.