Two books sat on my reading list for very different reasons. Both ended up teaching me the same lesson. The Great Depression: A Diary by Benjamin Roth is a quiet, intimate account—a lawyer in Youngstown, Ohio, documenting his observations and financial decisions from 1929 through the 1940s. His diary entries are remarkable for their immediacy…
After sharing how my investment approach evolved over two decades in Part 1, the natural question becomes: how does it all fit together? Asset allocation sounds technical, but at its core, it’s simply deciding how to distribute resources across different asset classes—and more importantly, why. From Theory to Reality: Our Great Resignation Test The true…
(Originally shaped over two decades of investing) This year, I’ll be revisiting how some of my thinking has changed over time—including how I approach money and investing. This is the start of a series that explores not just what I invest in, but how I think about risk, reward, volatility, and building wealth with a…