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.
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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.
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.
