My Philosophy

This I Believe…these are the principals that guide me in personal finance and personal life.

Keep it S.I.M.P.L.E.
Achieve success by acting on a plan, not reacting to current events
Failing to plan is planning to fail
Financial freedom is achieved by being consistent and patient
Pay yourself first!
Be an Investor, not a Gambler. Invest in what you know
Focus on time in the market, not timing the market

Three True Life Hacks:
- Hydrate
- Sleep
- Exercise
Gratitude is the best Attitude
Happiness comes from serving others (and a shorter commute)
Health is wealth
Everyone, in every stage of life, needs Purpose and Community
Be a lifelong learner
The best time to start was yesterday. What are you waiting for?

Latest Commentary

The Price of PromiseOctober 20, 2025 - 12:28 pm
If we believe the headlines, an artificial intelligence revolution is upon us. For investors who experienced the dot-com boom, the vibe sure feels similar. But remember what human nature loves most: the chase. As history shows, it rarely ends well.

Find Us On Facebook