Reflection: Learning from Practical Leaders
Lately, I’ve found myself drawn to thinkers who value clarity and practicality over noise—people like William Bengen, Paul Merriman, and […]
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How I Almost Lost a Piece of a Settlement (and Paid $200 for a $10 Form) — Lessons in Avoiding Financial Traps
By WealthPilot / Originally written on July 21, 2025 One day, while checking investment news on TradingView, I stumbled across
Rethinking the Small-Cap Premium in the Age of Private Markets
Over the past few weeks, I’ve been reflecting on a subtle but possibly significant structural shift in the investment landscape:
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Filing My Qualcomm Claim: A Surprising (Digital) Paper Chase
How It Started The Qualcomm Securities Litigation might have passed me by if not for a brief post on The
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Growing Into Your Wealth: Getting Comfortable With Bigger Swings
When I first started investing with $1,000, even a $10 daily gain felt thrilling—1% of my entire account. Each move
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Capital First: Why Missing Extra Gain Matters Less Than Losing Money
The Real-World Power of “Don’t Lose Money” Warren Buffett’s Rule No.1 is as simple as it is eternal: “Never lose
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Moonshot Portfolio Update — August 1, 2025
Market Context This week required extra patience as the market reversed sharply: S&P 500: -2.3% Russell 2000 Growth: –3.78% Moonshot
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Solo 401(k) Contributions: How Much Can You Really Put Away?
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
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How to Manage Your Benefits When Changing Jobs: A Smart Guide for 2025
Changing jobs is exciting, but your benefits transition—health insurance, HSA, 401(k), ESPP, FSA, and other perks—can have lasting financial impacts.
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Moonshot Portfolio Update — July 25, 2025
Portfolio Summary: Total Value (including cash): 100% of sleeve Total Gain/Loss: +2.0% Cash Available: ~60% of sleeve Realized Loss (from
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