The #1 Investment Strategy in 2025

Not a sexy answer, I know.

Most of us are action-takers by nature—high-drive, hard-charging. We like to move fast, build fast, win fast. That mindset has served many of us well… until the markets began to shift in a way we haven’t seen in over 15 years.

We’ve been in a season of unprecedented tailwinds. Go back to the Great Financial Crisis of 2008, or even further, to the high-interest-rate climate of the early 1980s.

Those were times of major market realignment. And today? We’re witnessing another historic pivot.

Everything is changing—asset prices, liquidity, consumer confidence. No one, not even the best economists, can forecast with certainty what’s next.

So what should we do?

Higher Ground: Why Liquidity and Patience Are Your Best Friends Right Now

This is not the season to play high-risk games with your capital. Now is the time to take chips off the table. Preserve liquidity. Stay patient.

If that feels counterintuitive, it’s because it is. That’s what separates investors who last from those who don’t.

Patience doesn’t mean doing nothing—it means positioning yourself on higher ground. It means having dry powder ready when real opportunities emerge, because they will.

I’ve lived through these cycles. Markets correct. Opportunities emerge. But only the prepared can capitalize.

The Smart Way to Start With Passive Income

I often get asked, “David, what’s the first step to start investing in passive income?”

Start simple. Start smart. If you’re young or new to investing and don’t yet have the bandwidth to study alternative markets in depth, Wall Street can be a decent place to begin, for one reason only: compound discipline over time.

But don’t stop there. Real freedom comes when you diversify outside of Wall Street.

Look into alternative investments: real estate, private lending, commodities, energy, precious metals. These are tangible, hard assets that operate independently of stock market volatility.

Next, start small. Learn by doing. Invest with someone who knows what they’re doing—not in a fund, but in small individual deals.

I helped a number of people back in the day in a similar way, and they got to learn how the model works in a less risky environment.

Whether that’s lending to a seasoned real estate operator or partnering with someone who knows collectibles, art, or precious metals, the key is education through action.

How to Teach Wealth to Your Kids (So They Actually Get It)

Here’s a big question I get from fellow parents: “How do I pass on wealth principles to my children?”

Start early, and make it real.

Yes, books and games like Kiyosaki’s Cashflow are great. But what makes the biggest difference? Real-world experience.

Teach them that nothing is free. Even if you have the means, don’t hand everything over. Make them pay a portion of what they want. Let them feel the skin in the game. That’s how you raise resourceful, independent thinkers, not entitled consumers.

Have them apprentice with people in your realm… Let them intern with business owners and entrepreneurs. Eventually, your kids will think they’re smarter than you, just like we did.

So build a network of other strong voices around them, mentors who share your values but speak in a voice they’re willing to hear.

A Final Word: Don’t Confuse Activity With Progress

In a time when the world seems uncertain, the most dangerous thing you can do is overreact.

Instead, ask yourself:

• – Where can I find stable ground right now?
• – Who can I learn from and invest with in small ways?
• – How can I teach financial stewardship to the next generation?

Patience is not passive—it’s strategic.

Those who practice it now will be the ones positioned to thrive when the next wave of opportunity comes.

Let this be the year you stop chasing noise and start building real wealth, with clarity, conviction, and a community that aligns with your values.

If you don’t have a community, you still have a chance to join mine. Schedule a call with my team to see if you’d be a good fit.

This would be an opportune time. This June, we have a 2-day masterclass on constructing your own customized blueprint to get you financially free in less than 5 years.

AND you will also experience an in-person due diligence walk-through of one of our curated and vetted operators' assets alongside fellow Freedom Founders members.

A walk-through of assets with your peers and a customized financial blueprint for your future. To see if you qualify, schedule a call with my team here.