Recently, I had a conversation with a few friends, all of whom were firm believers in the safety of stock […]
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A Tribute to My Dad: A Life of Kindness, Sacrifice, and Legacy
Losing my dad unexpectedly has been one of the most difficult experiences of my life. As I sit here, reflecting […]
October 28, 2024
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We’re All Investors – Whether We Realize It Or Not
The other weekend, I had an eye-opening conversation with a good friend. He told me, “I don’t want to be […]
September 30, 2024
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A New Decade of Growth
As I celebrate reaching the half-century mark, I find myself at a crossroads of reflection and forward-thinking. It’s a pivotal […]
August 26, 2024
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Top 8 Lessons Learned from the Berkshire Hathaway Meeting
Investing successfully doesn’t require genius or extraordinary actions. As Warren Buffett highlighted at the recent Berkshire Hathaway annual meeting, disciplined […]
July 26, 2024
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Smart Investing in Uncertain Times: Protecting Your Multifamily Assets
Understanding Investment Risks Investing always comes with risks, and multifamily investments are no different. However, with the right strategies, these […]
June 26, 2024
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Strategic Investment Mastery: Adapting Buffett and Munger’s Timeless Principles to Real Estate for Surgeons
Surgeons are accustomed to precision, long-term thinking, and the significance of compounded growth — not just in their professional lives […]
May 30, 2024
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Running the Distance: Marathon Lessons for Personal and Financial Growth
A few weeks ago, I checked the Marathon off my bucket list by running the Paris Marathon. It wasn’t just […]
May 1, 2024
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Tax Efficiency for Surgeons: How to Invest Wisely and Maximize Your Returns
Imagine standing at a crossroads, one path paved with the skills and dedication that led you to become an exceptional […]
April 1, 2024
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This single investment has proven to have the greatest ROI over a lifetime and can never go down in value…
The New Year is a time when people set goals, make resolutions, and vow to change something that can improve […]
January 5, 2024