DIY vs DFY
D. I. Y. Do It Yourself. That’s one side of the pendulum. The other side is D. F. Y. Done For You. Which do you default to, and is one better than the other, especially as it relates to investing?…
The #1 Investment Strategy in 2025
Today’s market is shifting before our very eyes. If I had to give one word of advice to investors right now, it would be this: Patience. Not a sexy answer, I know…
Complexity is the Enemy of Your Freedom
Complexity. It’s the silent thief of freedom. We often chase growth, wealth, and scale without asking a simple yet profound question: What kind of life am I actually…
Stop Trading Time for Dollars
Your practice is your #1 asset. I talk to so many enthusiastic doctors who are eager to dive into real estate, stocks, or alternative investments—and that’s…
“I Just Don’t Have Time”
“I just don’t have the time.” I hear it all the time—from hardworking, dedicated professionals who’ve built businesses, supported families, and followed the rules…
Income Reigns Supreme When Markets Seize
The coming years—and likely decades—won’t look like the ones behind us.
That’s not a prediction. I’m no economist with a crystal ball, but as someone who’s…
A Review on Tax Mitigation Strategies
We all want to save on taxes. There’s nothing wrong with that. After all, the U.S. tax code is over 6,000 pages long, and within those pages are countless opportunities for…
Golden Opportunities Are Often Right In Front of You
Too often, we miss golden opportunities—not because they aren’t there, but because we aren’t ready for them. A significant part of my work is helping high-earning professionals…
Are You Prepared for the Full Market Cycle?
If you’ve been investing for the past decade, you’ve lived through the longest bull market in history. Stocks soared. Real estate exploded. Private equity delivered…
Be the Dumbest Person in the Room
Want to succeed faster? Stop being the smartest person in the room. Instead, put yourself in rooms where others know more, have achieved more, and can…
