Over the past few weeks, I’ve been reflecting on a subtle but possibly significant structural shift in the investment landscape: […]
Rethinking the Small-Cap Premium in the Age of Private Markets Read Post »
How It Started The Qualcomm Securities Litigation might have passed me by if not for a brief post on The
Filing My Qualcomm Claim: A Surprising (Digital) Paper Chase Read Post »
When I first started investing with $1,000, even a $10 daily gain felt thrilling—1% of my entire account. Each move
Growing Into Your Wealth: Getting Comfortable With Bigger Swings Read Post »
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
