Thoughts On Money [TOM]

Feb 23, 2024 • 26 minutes

The Allocators Cookbook

Today, I will discuss how both chefs and investors are influenced by their experiences, and I will share my personal recipe for designing an investment portfolio and financial plan.

Feb 16, 2024 • 23 minutes

In The Absence of Truth

Feb 9, 2024 • 26 minutes

Rainy Days

Please join us today as James Andrews explains how something even as minute as rainy days can be so incredibly disruptive and frustrating.

Feb 2, 2024 • 24 minutes

Gone Fishing

To grow/mature as an investor, it is helpful to watch game film to slow down, reflect, and understand how things played out last year.

Jan 26, 2024 • 23 minutes

What is Risk Anyway?

The short-term gyrations in the market are anything but clear. But focusing on the horizon (10, 20, 30 years from now) allows us to look past the blurry foreground.

Jan 12, 2024 • 35 minutes

The Power of Simplicity

The temptation to overcomplicate wealth management in the name of sophistication is strong. Financial advisors are especially prone to fall into this category as we seek to add value to our clients.

Jan 5, 2024 • 33 minutes

A New Who

What are the key attributes or traits of a successful investor? This question to an article on WHO you should aspire to be as an investor.