“Off the Wall” Blog
Invest My Wealth
At this point, you’re not trying to save for a down payment on your first house or pay off student debt. You’re looking to build something of worth and value—for yourself and the people you love most. And anything worth building is worth doing not just well, but thoughtfully, sustainably, and in a way that matters to you.
Your wealth is not a hot streak or the result of some uncontrolled, external factor. It’s the result of a Private Wealth Design we put in place so you get where you want—with time to spare.
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Articles on Investing Wealth
How to (and how not to) search for the best Wealth Management firm
Are you searching for answers to your wealth management questions? Do you find yourself sitting in front of Google typing in questions like these? What is Private Wealth Management? Best financial...
2021 wealth-building strategies: Your zero BS roadmap for continued financial success
Over the past year, the world encountered some of the most unpredictable and volatile events we’ve ever seen. As we emerge from a global pandemic and a divisive election, it’s finally time to...
Revisiting the best financial advice any investor can receive (five years later)
I want to take you back to a moment in time, specifically the first trading day of 2016 when the Dow closed at 17,149. Remember January 2016? No? By February 11, 2016, the Dow had sunk to a level of...
What is a SPAC?
Last year was a crazy market for many reasons, but one thing that really stood out was the IPO market. The 2020 IPO landscape The 2020 IPO market completely closed in the first part of the year as...
On momentum investing and Reddit. Don’t be a degen. Part 1.
By now, you’ve probably heard about the insanity that is the Reddit stock community, which has sent a previously destitute video game retailer into the stratosphere. There are others out there, but...
Money – did you make it or lose it?
If you bought something at $10 and it increased to $40, you would have made $30...a 300% profit. But if the price then went from $40 to $30, did you lose 25%? Depends on your mindset. I’d argue that...