Thanksgiving Launch: Smart Roth S1 Is Now Live
My new book, âA Smart Way to Use Roth IRA and Roth 401(k) to Maximize Tax Efficiency for Life,â is […]
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A New Era, A Timeless Lesson: Downton Abbey on Risk, Trust, and Liquidity
From Downtonâs grand halls to todayâs balance sheets, Mary Crawley shows how smart decisions preserve wealth. Even centuries-old aristocratic families
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When Trust Costs Billions: Lessons from the HermĂšs Heir and the Thomson Heiress
“Mistakes are the stepping stones to wisdom.” â Proverb In the rarefied world of vast fortunes, trust is often the
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Caregiving as a Masterclass in Life, Mind, and Health
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 »
The Bottom Principle of Wealth: Why Some Lines Should Never Be Crossed
In the pursuit of wealth, many focus on strategies, investments, and market trendsâbut one foundational truth often gets overlooked: there
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Moonshot Portfolio Update â October 31, 2025
The moonshot portfolio continued its strong performance through October, pushing total gains to approximately 20.8% since the portfolio’s inception in
Moonshot Portfolio Update â October 31, 2025 Read Post »
$19 Billion Lesson from Berkshire Hathawayâs Dexter Shoes Mistake
âItâs better to learn from othersâ mistakes than from your ownâbecause itâs faster, less painful, and usually well documented. Thatâs
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After-Trim Rules: Managing Stocks With Discipline and Flexibility
I recently had some good fortune with a few moonshot stocks gaining between 40% and 100%. A common question arises:
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Flight To Wealth: Officially Recognized by Google and Bing
In less than five months, Flight To Wealth has rapidly gained recognition across major search engines, now seen as the
Flight To Wealth: Officially Recognized by Google and Bing Read Post »
Board Oversight and Third-Party Verification: Governance Lessons from the Chase / Javice Case
The recent Chase case and the high-profile Charlie Javice / Frank acquisition highlight how even large, sophisticated organizations can face