Article Series
When it comes to investing, what comes to mind? In most cases, stocks and bonds are the first thing that comes to mind. As a gold standard for asset allocation, Wall Street advisors recommend the old “60/40 split” in which 60% of investments are in stocks, 40% in bonds. But here’s the problem: if you’re…
Read MoreAs entrepreneurs, we take pride in our dedication. When we start a business, we wear every hat, juggle every ball, and push forward with sheer willpower. Having said that, here’s what I’ve learned in two decades in business: if you don’t have an executive assistant, you are the assistant. And, to be honest, you’re probably…
Read MoreIt’s not about reaching a net worth target or building a substantial bank balance that makes you financially free. It’s not even a milestone you reach after 30 years of grinding. Freedom is a perspective. It’s a state of being. It’s the moment when money finally no longer dictates what you say “yes” or “no”…
Read MoreA saying I’ve repeated for years is, “It’s about the jockey, not the horse.” In investing terms, a jockey is a sponsor — the person or team who runs the deal. Having been both an investor and a sponsor myself for decades, I can tell you this: a good jockey can save a bad deal,…
Read MoreWhat comes to mind when you hear the words “whole life insurance? You may think something along the lines of, “What a horrible investment — just another sales pitch.” But that’s only half the story. By understanding how policies actually work, they stop looking like weak investments and become powerful financial foundations-the kind that the…
Read MoreI love meeting amazing people who make a difference — not only in their professions, but in how they think about freedom, money, and life. Devon Kennard is one such example. A former NFL linebacker, Devon is now an author, investor, and advocate for financial education for professional athletes. His story is one of discipline,…
Read MoreYou’ve spent years, maybe decades, building a business from the ground up. You led a team, made tough calls, and poured everything into making it a success. Then, one day, the exit deal closes. The wire hits. You’ve officially made it. And then… silence. The emails stop. The meetings disappear from your calendar. For the…
Read MoreWealth isn’t reserved for the lucky few who inherit it. Despite the cultural narrative of “haves” and “have-nots,” surveys indicate that a majority of millionaires are self-made, with figures often cited as ranging from 78% to 88%. However, this percentage can vary depending on the study’s methodology. A study conducted by Ramsey Solutions in 2024…
Read MoreThere’s nothing easy about growing a business. However, to make matters worse, most entrepreneurs make the mistake of chasing too many customers and at too high a price point. Jonathan Goodman, an author, entrepreneur, and founder of multiple fitness and software businesses, took a vastly different approach. Using what he calls the “Whales and Minnows”…
Read MoreThere’s no denying that artificial intelligence is a hot topic at the moment. Increasingly, it has become part of our everyday lives. For example, the number of U.S. employees who regularly use artificial intelligence has increased, rising from 21% to 40% over the past two years. From Gallup’s first measure in 2023, the frequency of…
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