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Whether you just opened up your first IRA, or you are a seasoned hedge fund manager with billions of dollars under your discretion, you probably recognize that Warren Buffett can teach you a thing or...

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Recent Blog Posts

Silicon Valley Bank Closure Explained

From 2019 to 2021 SVB’s deposits tripled from $61.76 Billion to $189.2 Billion. As I am sure you are aware, when you deposit money into a bank, they in turn take your money and invest through lending...

We’re Not Raising Grass, We’re Raising Kids

Spring is in the Air There was some beautiful weather over the weekend. Things are starting to warm up and signs of spring are starting to manifest themselves more and more. Personally, I’m not much...

Procrastinators Unite… Tomorrow: Tips to Help You Deal with the Financial Procrastination in Your Life

Like many of you, I have been a victim of procrastinationok, obviously victim is not the right word. There have been times where I have struggled to prioritize my time appropriately. I have been...

What is a QCD and Why Almost all Retirees Should Know?

The second most important Q acronym (behind QED of course 😊) that all retirees should be familiar with is QCD. QCD stands for Qualified Charitable Distribution. It is a provision in the tax code that...

What This Year’s Superbowl Taught Me about Financial Goals

Anyone that knows me well knows that I am a big Chiefs fan. Watching Chiefs games on Sunday afternoons has been a family bonding activity from as far back as I can remember. If you have been a Chiefs...

How Secure 2.0 is Like an Ex-Girlfriend

Secure 2.0 was passed as part of the Omnibus bill at the end of 2022. As I have gone through the different provisions, the best analogy that I have been able to come up with is that Secure 2.0 is like...

Active vs. Passive Investing for the Average Person

January 1st of 2008 commenced one of the most exciting bets of this century (at least to us finance nerds 😊). “The Bet” pitted Warren Buffet, arguably the world’s most successful investor against...
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