Most Investment Advice Is Not In Your Best Interest
This article is about why messaging like that tweet is wrong, what the math actually says, and how you can find out whether your own advisor understands the difference.
Insights to Help Craft Your Legacy
Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
The Ultimate Savings Account Cannot be Found within a Bank
The good news is that you don’t have to choose. Link your existing bank account to an Ultimate Savings Account, and you keep the banking functions you actually need while
The Unbeatable Investment Management Combination
Conventional asset management isn’t just underperforming. It has structural failures that most investors have never examined. Compounding is the real engine of wealth, and optimal compounding requires proactive processes to
Dollars Distort Our Understanding of Wealth
Most investors measure wealth in dollars — but what if the ruler itself is shrinking? Since 2000, the S&P 500 is up nearly 5x in dollar terms, yet priced in
Tax-Efficient Investing: How the Right Strategy Saves You Hundreds of Thousands
Effective compounding and tax minimization are not competing goals. They reinforce each other. The discipline that drives superior long-term compounding uses aggressive risk management to minimize drawdowns and so also
Coordinated Tax Planning Is A Game Changer
Filing a tax return is required. By itself, however, filing rarely produces the best financial outcome. The real leverage comes from planning, especially when that planning is coordinated across the
Understanding Your Tax Return
Every year, millions of taxpayers file accurate returns on time, and yet they still miss meaningful opportunities. Not because the math was wrong, but because no one fully understood what
How To Approach Taxes in 2026
Taxes are likely the single largest expense you will face over your lifetime. And they influence nearly every major financial decision you make, from saving and investing to retirement and
The Craft of Investing
This article reveals what that craft actually is, why the low-risk road produces higher long-term returns, and how investors can build a disciplined edge that survives, and even thrives, in
The Everything Bubble Is Primed To Pop — Now What?
This is the biggest investment event of your lifetime!
The warning signs are no longer subtle. The Everything Bubble—fueled by record valuations, relentless leverage, and decades of policy intervention—is now
Invest like the best
Invest Like The Best reveals the proven strategies of the world’s top investors, showing you how to achieve higher returns with lower risk through disciplined, data-driven decision-making. If you’re ready to break free from conventional, flawed financial advice and take control of your wealth with transparent, repeatable best practices, this book is your roadmap to smarter investing.
The Way Wealth Management Should Be Best Practice For The Best Results
How much do you really know?
So much of investment today is based on flawed assumptions and gut feelings. How much do you know about what you need? Take our Quiz and find out!