The last 15 years have been a game of chicken between the Federal Reserve and the financial markets. Think about the old movies where the kids would speed in their cars towards each other until someone decided to quickly turn out of the way and avoid collision and certain death. Similarly, the financial markets and […]

If you made it out to our event last weekend I want to thank your for taking the time to prioritize our meetup. And if you were there, I’m guessing you were not disappointed. We had a few familiar faces in the morning talking about taxes and asset protection and some great presentations around asset […]

Boring is Good when it comes to investing. I’ve started hearing others echo that sentiment lately. I’m not sure if I had something to do with it but I’m glad that message is spreading in the podcast ecosystem. A decade ago, I used to be perhaps the busiest cosmetic surgeon in Chicago. I worked hard […]

I guess by now you’ve heard—we’ve got some inflation problems in the United States and globally and Central Banks are going to continue to ratchet up interest rates in attempts to reverse the tide. But wait a second. Why inflation now? Didn’t we print billions of dollars over the last 15 years or so? Why […]

Have you heard of the Financial Independence, Retire Early (FIRE) movement? The movement is defined by extreme frugality and extreme savings and investments in hopes of retiring early and living on small withdrawals of accumulated funds. The general rule of thumb is to live on only 30 percent of your income and invest the rest. […]

First of all, if you have not signed up for the next Wealth Formula Meetup, you should do so NOW. This is going to be a very cool event. We are going to do personal finance talks in the morning like we usually do with lessons on taxes, asset protection and real estate. We are also […]