Satellite Portfolio Update â January 2026
Note: I am renaming my Moonshot Portfolio to the Satellite Portfolio going forward. The intent is shifting from more speculation […]
Satellite Portfolio Update â January 2026 Read Post »
Note: I am renaming my Moonshot Portfolio to the Satellite Portfolio going forward. The intent is shifting from more speculation […]
Satellite Portfolio Update â January 2026 Read Post »
A Lesson in Wealth, Stability, and Sanity Thereâs a popular idea floating around the internetâespecially on YouTubeâthat Charlie Munger encouraged
Why Munger Never Told You To âSell Your Home Every Two Yearsâ Read Post »
If youâre nearing retirement with a large traditional IRA, you may wonder: should you convert it all at once to
Rethinking Roth Conversions: Beyond the WSJ Headline Read Post »
Why Ordinary Investors Need a Different Expectation Every few months, the internet resurfaces a familiar claim:âIf you just follow Warren
Buffett, Munger, and the Billionaire Illusion: Why Independence Is the Real Prize. Read Post »
Most people think wealth is about luxury, status, or some magic ânumberâ from a survey. But when life reminds you
Financial Independence Is a Lifeboat You Donât Appreciate Until the Storm Hits Read Post »
Charlie Munger, Warren Buffettâs longtime partner at Berkshire Hathaway, consistently emphasized the importance of holding cashââdry powderââto deploy during market
My new book, âA Smart Way to Use Roth IRA and Roth 401(k) to Maximize Tax Efficiency for Life,â is
Thanksgiving Launch: Smart Roth S1 Is Now Live Read Post »
From Downtonâs grand halls to todayâs balance sheets, Mary Crawley shows how smart decisions preserve wealth. Even centuries-old aristocratic families
A New Era, A Timeless Lesson: Downton Abbey on Risk, Trust, and Liquidity Read Post »
“Mistakes are the stepping stones to wisdom.” â Proverb In the rarefied world of vast fortunes, trust is often the
When Trust Costs Billions: Lessons from the HermÚs Heir and the Thomson Heiress Read Post »
Caregiving is often viewed as a burden â a duty that requires time, energy, and mental focus. Yet, in my
Caregiving as a Masterclass in Life, Mind, and Health Read Post »