Recent Newsletter Articles
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Breaking the “Never Sell” Myth
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You’ve heard the conventional wisdom – “never sell your real estate investment” – but is that always the right move? Spoiler alert: It’s not. Absolutes are rarely your friend. As with any professional activity, real estate investing requires continuous optimization, strategic thinking, and a willingness to evolve your strategy. As an investor, you need to…
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Side-Gigs: Passion Project, Profit Generator, or Both
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For many successful tech professionals, the idea of starting a side gig can be both appealing and confusing. While your day job provides a comfortable income, you might find yourself drawn to additional ventures – whether for passion, profit, or both. However, before diving in, it’s crucial to understand what truly drives this desire. From…
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Consistent strategy, evolving tactics
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There is a fundamental difference between your overall strategy – the long term vision of what you want to do – and the tactics that you use to make progress on that strategy. My strategic vision has been to I use my personal investment philosophy [1] as the framework within which I take action. The…
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Book Review: The Lifestyle Investor
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I recently re-read The Lifestyle Investor by Justin Donald [1]. While a new version of the book came out n April, I read my copy of the original.
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How compounding supercharges your net worth
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“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it,” is a quote attributed to Albert Einstein. Whether he actually said it or not is unclear [1].
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Your retirement number changes based on your investment strategy
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Imagine reaching the point in life where your investments generate enough income to cover your expenses, freeing you from the constraints of a traditional job.
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The benefit of separating accounts for financial goals
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I was talking to a friend of mine about investing in cash flowing real estate a couple of weeks ago, and the conversation really made me think about things that I take for granted.
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The Invest 4 an Abundant Life Book Club: Building a community around books
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If you’re a seasoned investor, you know the power of continuous learning. Books offer an invaluable resource to expand your knowledge, gain new perspectives, and stay ahead of market trends.
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Book Review: Legal Strategies for Everyone
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As a high net worth individual, which accredited investors are by definition, the unfortunate reality is that you become a target for lawsuits. Whether or not the lawsuit is justified is totally irrelevant, they occur and expensive judgments can be awarded. Most people don’t think about that until it is too late to do anything…


