Wealth Perspectives
Battle Tested Blueprints from Over 20 Years in the Trenches
I began managing wealth when I was 21 years old. At that age I frequently heard from people, "I've been working longer than you've been alive!" Throughout my career, I often use popular current and past events to share lessons that make finances less complex and easier to understand. It became time to translate those lessons into a permanent written resource for easier accessibility.
What I'm putting together here isn't just a collection of standard financial theories or generic cookie cutter rehashes. What I'm laying out are the perspectives and experiences I've relied on from over two decades of real world wealth management in constant pursuit of the optimization of growth, protection, and generational legacy.
Check back often for fresh updates! And connect with us directly to discuss how these methods may apply to your situation.
Latest Article: October 1, 2026
Paths to Building Wealth
Explore ways to seek long term capital growth, cash flowing passive streams of income, or both.
Coca-Cola or Pepsi: A Dividend King Clash for Cash Flow
Bitcoin and the Arrival of Wall Street Money, from Skepticism to Billions
10% Yield and a Steady Eddie Chart? Don’t Walk Away - Run
The Power of Rising Passive Income: Why Market Downturns Can’t Stop Dividend Aristocrats
Stealth Wealth: What Tupac’s Murder Trial Teaches Us About the Cost of Pride
Why Buying Modern Sports Cards Is Statistically Worse Than Las Vegas Slots
Hype or the Real Deal? Assessing the Potential of AI Stocks after Failed Hype in Electric Car Stocks
Tax Optimization Strategies
Navigate advanced frameworks designed to lower tax liabilities and distribute assets efficiently.
Buy, Borrow, Die: An Advanced Wealth Preservation Tactic
NUA: The 401(k) Company Stock Tax Strategy Most Savers Miss
SpaceX’s Post-IPO Frontier: A Guide on Lockups, Volatility & Taxes
How Netting Rules & Wash Sales Can Impact Your Stock Options
Restricted Stock Units (RSUs): Tax Deficits, Capital Gains & RSU Triggers
ISO Math & Calculating AMT, Using SpaceX Stock
Non-Qualified Stock Options (NSO) Tax Guide: Math, Withholding, and Cashless Exercises
Selling Private Company Stock (Including SpaceX)? Tax Planning Strategies Before a Liquidity Event
Why Consider Rolling Over Your 401(k), And When to Consider Avoiding It
Investor Psychology
Identify the market characteristics of euphoria and panic, and learn how to potentially capitalize during times of extreme emotions driven by fear and greed.
SpaceX Was Supposed to Drop with Shares Unlocking...But Didn't
AI Stocks Go Vertical! Lessons from Nikola Tesla on Separating Vision from Valuation
Is Floyd Mayweather Broke? 3 Wealth Lessons from His Missteps
Estate Planning & Legacy
Analyze the concepts and real world case studies to protect your family and transfer wealth across generations.
The Ironic Cases of John McClain and Rob Reiner: How Estate Planning Can Protect Us