Why Following the Herd Can Ruin Your Legacy

One of the quickest ways to lose wealth is by following the crowd. Fear hits the headlines, and people panic. The market runs hot, and everyone chases the hype. That back-and-forth emotional cycle? It leads to poor decisions and lost opportunities. But hopefully you’re different. You’re here to build something that lasts – a legacy. […]

The Mentor Who Helped Me See Wealth Differently

Every now and then, someone comes along who shifts the way you think. For me, Alexander Green is one of those people. He’s not the only one – I’ve been blessed to learn from many great voices over the years. But Alex is one I’ve followed closely for a long time, and for good reason. […]

Perpetual Dividend Raisers: The Key to Long-Term Wealth Creation

Most people think about leaving money or a small nest egg for the next generation. But what if you could leave behind an income stream that actually grows with your kids and grandkids over time? That’s not just wealth – that’s legacy. My friend Marc Lichtenfeld has always driven this point home in our conversations: […]

The Last “Unicorn” Went from Under $2 to Over $10 in three years

Three years ago, Karim Rahemtulla brought a little-known stock trading under $2 to a small group of investors. That stock — Rolls Royce — went on to soar over 1,000%. I helped get the word out at the time… and many who took action saw life-changing results. Now, after years of searching, Karim says he’s […]

Why Diversification and Rebalancing Matter More Than Ever

And What We Can Learn from Seasoned Market Voices Like Marc Chaikin One of the most valuable lessons I’ve learned over the years — especially from working with seasoned financial minds — is this: The key to building lasting wealth isn’t timing the market perfectly. It’s maintaining smart diversification and rebalancing regularly based on what […]

If You’re Out of the Market You’ll Hate Yourself Later

A single moment can be powerful. It can be powerful enough to change your life forever. It happened to me… fortunately for the better. In my 20s I was working for a financial publishing company in Washington, D.C. Our offices overlooked the White House and the heart of the political capital of the world. I […]

Before You Build More, Guard What You Already Have

Building a legacy is about more than just growing your wealth. It is also about protecting it. Nobody would build a beautiful home and then leave it without locks or insurance. Nobody would buy a brand-new car and never park it in the garage. And yet, when it comes to our finances, too many people […]

The Lazy Man’s Path to Financial Success

There’s a secret that both lazy and wise men tap to build wealth. Its power has been hailed by geniuses and harnessed by novices. And it’s something every person reading this should fawn – not yawn – over. I’m talking about compounding. Albert Einstein stated, “Compounding [interest] is the eighth wonder of the world. He […]

Don’t Leave Your Legacy to Chance

If something happened to you tomorrow, would your family know what to do? Would they know your wishes?Would they know how to handle your finances?Would they be protected?Would they be left to figure it all out on their own? I know it’s not fun to think about. But the truth is this: A will isn’t […]

Our Legacy Didn’t Start With Wealth – It Started With Sacrifice

Debt isn’t just a number. It’s a heavy weight. One that follows you, stresses you out, and makes everything feel harder than it should. I know that weight. My wife and I started out with a mountain of debt. Not just a couple credit cards or a car loan – I’m talking about serious student […]