The Real-World Power of “Don’t Lose Money” Warren Buffett’s Rule No.1 is as simple as it is eternal: “Never lose […]
Capital First: Why Missing Extra Gain Matters Less Than Losing Money Read Post »
Market Context This week required extra patience as the market reversed sharply: S&P 500: -2.3% Russell 2000 Growth: –3.78% Moonshot
Moonshot Portfolio Update — August 1, 2025 Read Post »
Total potential contribution: $70,000 (or $77,500 if age 50+). Sounds simple? It’s not. If you’re self-employed, a Solo 401(k) is
Solo 401(k) Contributions: How Much Can You Really Put Away? Read Post »
Changing jobs is exciting, but your benefits transition—health insurance, HSA, 401(k), ESPP, FSA, and other perks—can have lasting financial impacts.
How to Manage Your Benefits When Changing Jobs: A Smart Guide for 2025 Read Post »
Portfolio Summary: Total Value (including cash): 100% of sleeve Total Gain/Loss: +2.0% Cash Available: ~60% of sleeve Realized Loss (from
Moonshot Portfolio Update — July 25, 2025 Read Post »
Why Flying Under the Radar Is the New Luxury Let’s be honest: being ultra-wealthy comes with a lot of baggage.
How to Avoid Being in the Top 1% (and Why You Might Want To) Read Post »
Reflection Earlier this month, I opened my mail and found a $75 bill from my mom’s doctor’s office for an
Updated: July 26, 2025 Sometimes the smallest signals bring the biggest encouragement. I quietly published my first Kindle book —
One Quiet Sale, One Renewed Motivation Read Post »
Ever wondered if those big bank bonus offers are really as easy as they sound? Or maybe you’ve tried one,
How I Firmly Navigated the U.S. Bank Bonus Offer — And How You Can, Too Read Post »
Portfolio Summary: Total Value: 100% (allocation only) Cash Position: ~56.4% of portfolio Portfolio Spread: Holdings in six companies, including new
Moonshot Portfolio Weekly Update July 18, 2025 Read Post »
