“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
Preparing your investment portfolio for the Presidential Election
A lot of people seem to be asking some version of the question, “What should I do to my portfolio if the virus continues or Biden wins the election?” Basically, what people are REALLY asking is,...
Why recession proofing your finances is a game changer in the long run
So, what exactly is recession proofing anyway? Recession proofing describes the practice of safeguarding your portfolio from the effects of an economic downturn. The path to implementing this...
What happened to our MONCON recession planning tool?
Our MONCON recession planning tool didn’t work for the COVID recession but that does not mean it’s useless and certainly does not mean we’ve stopped using it. Let’s review. MONCON is a great tool....
What is an expense ratio and why is it important to an investor?
Expense ratios can be confusing. What are they? What do they reveal about a fund? Why should you, as an investor, care about any of this? Understanding expense ratios is important if you have...
My private journal
How do you react when the market is down? I kept a little journal on my observations and thoughts when the market began the most rapid selloff in history. I intended to use it as a personal guide to...
Luck, timing, and skill – How good are you?
Imagine Jim and Pam both live in D.C. and have a dinner meeting in Charlotte at 6pm. Since Pam does not like Jim’s choice in music, they decide to drive separately. Driving at an average speed of...