Videos

2026 Market Outlook
I’m not a fan of the whole prediction game. But we’re at the start of a new year, and I have some thoughts on what’s

Rich Among Richer: Finding Financial Footing When Everyone Else Has More
Private equity isn’t what it used to be. If you’re considering a PE fund or investing directly, read this first.

What to Do When You Inherit Money (And Make It Last)
You inherited money. Now what? Most people either spend it fast or let it sit doing nothing. Neither is the right move. Learn how to turn an inheritance into lasting wealth. From knowing when to wait, to avoiding lifestyle creep, to building a strategy that actually works for your life.

How AI Is Changing Personal Finance
AI tools are changing the way we manage money, but they can’t replace real financial insight. Discover when AI adds value, and when expert guidance matters most.

Is Private Equity Still Worth It?
Private equity isn’t what it used to be. If you’re considering a PE fund or investing directly, read this first.

Crypto, Meme Stocks, and FOMO: A Millennial’s Guide to Speculation
In the last few months, I’ve had a lot more conversations that start with something like:
“Should I buy this crypto I heard about?”
or
“My buddy made 40% on a meme stock—am I missing out?”