The second quarter was the strongest quarter for U.S. stocks (+15% return) since the post-COVID recovery in 2020. Things won’t always bounce back as quickly as they did this time, but this was another reminder of the importance of staying invested during periods of turbulence since missing just a few good days can do a…
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From Paper Wealth to Real Dollars: Navigating the New Era of Tech Liquidity
Turning paper equity into real-world financial independence is an incredible milestone. But it’s also when Wall Street comes knocking with complex, high-fee products. Here is how to filter out the noise and optimize for the wealth you actually keep.
What’s Matt Reading? (June 2026)
This month, we dive into the history of Vanguard to explore public vs. private markets, analyze why the average active investor detracts value from society, and look at Howard Marks’ philosophy on balancing market belief with healthy skepticism.
Flat Fee vs. AUM: Cost Comparison at $5M, $10M, and $25M
Traditional Wall Street firms have mastered the art of hiding their fees. But as your net worth scales to $5M, $10M, and beyond, the standard Assets Under Management (AUM) model acts more like a wealth tax than a service fee. Discover exactly what you’re paying and why sophisticated investors are abandoning AUM in favor of transparent, flat-fee wealth management.
Wealth Alone Won’t Sustain a Family
Most successful people spend decades focused on building wealth. Far fewer spend enough time thinking about how that wealth will change what their skillset will need to be for their family’s future prosperity. The truth is, assets are often the least important piece of a family’s long-term financial viability. Money matters, of course. But strong…
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What’s Matt Reading? (May 2026)
This month, we explore Elon Musk’s early history with Peter Thiel, the ongoing monetization debate surrounding AI, and the comforting fact that even Warren Buffett had moments of panic.
