This month, we remember the goal of investing, think through the psychological cost of losing access to part of your portfolio, and see that behavioral finance hasn’t changed in 75 years.
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What’s Matt Reading? (August 2026)
This month, we hear about what bear markets feel like, remember that sensational media headlines can be dangerous, and consider how much patience is required for long-term success in the stock market.
What’s Matt Reading? (July 2026)
This month, we examine the reality of prediction market odds, why waiting for a “comfortable” time to buy stocks is a trap, and why status-driven hedge funds rarely beat simple index investing.
Endless games vs. finite mindset
My son’s new sport this past spring was lacrosse. What kid wouldn’t like to run around with a stick, whack people, and shoot into a net? He’s learning how to cradle, catch, pass, and shoot. But his all time favorite drill is to play 1 v. 1 against his ole dad. We set up cones…
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2Q 2026 Market Overview
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.
