Secrets Of The Merely Wealthy

How Much is Enough THUMB.jpg

He is profoundly successful by many financial measurements. Annual earnings place him inside the top 0.01% of the world by that ranking. On a first-name basis with CEOs of some Fortune 500 companies, he is on top of his industry. He lives in a custom built luxury home in the nicest neighborhood of one of the most vibrant cities in the world. His family travels wherever they want, and acquires anything they desire.

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Am I going to be okay - cover horse.JPG

I started my career in the mail-room of a Wall Street firm. The dirtiest job I had was to load the brokers’ gunpowder for presentation kits. The printing machines, almost as big as my car and definitely more expensive, ran all day long.

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Sell Discipline flop thumbnail.jpg

Fifty years ago this week, Dick Fosbury was the first to high-jump backwards in the Olympics. The story of his jumps and falls, is amazing. Originally, he failed to even clear the minimum height to compete, when he tried out in high school.

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Adventure Capital II.jpg

Keep close to Nature’s heart. Break clear away once in a while and climb a mountain or spend a week in the woods. Wash your spirit clean.” - John Muir

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Dejoria #1.JPG

I counted sixty-four of the latest Forbes 400 who dropped out of college, or never went. That group had an average individual net worth of $4.8 billion, which was twice the average of Ivy League grads in the 400. That number is almost 3 times higher than the average of the entire 400.

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Change Machine.jpg

Investors are driven by change. Passive investors steer around allocations to avoid instincts. Aggressive investors speed toward game-changers to chase upside. So much traffic and technology I had to pull over when I saw this machine that still takes old fashioned change.

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Luxor.JPG

Did you see the ticket holder who checked himself into the game right before Lebron’s buzzer beater last week? Yup, he walked right out of the crowd in a sparkling new arena, and got to play. The game was broadcast to a record shattering audience.

more
Esports #2 Katowice.jpg

Nobody decides what is going to become a great tradition, they happen. The best things that last longest require little convincing. Momentum gains strength where there is the least friction and the most fun. Almost every parent I know is going to disagree with me here (I was one of them). That is fine, because the investor in me wants to be where the crowd will erupt in agreement…..later.

more
While You Were Sleeping Mailbox Math.JPG

I noticed a few things while reviewing the 22,000 Dow points the Stock Market traveled in only one week. I keep a diary at the conclusion of each week, when the market is closed, jotting notes down every weekend for 22 years.

All during one cup of coffee, I saw…

more
Guac.JPG

I have made a Super Bowl prediction every year since 2007 when I began keeping track of an obscure data point that should be a prop bet, and it’s on an 11-year winning streak. Take the OVER on avocados.

For the real degenerate free-market types (hand in air), I suggest parlaying that total with the disruptive forces of capitalism side action.

more
MKC peppercorns.jpg

Opinions fly around in the Stock Market, and guesses crash into forecasts about this time every year. And, then also on all of the other days of the year. Our hyper-connected world is changing so fast I wonder if the most un-crowded opportunity is not something slower. If my teenagers’ angst at one of the disciplines from this playbook (Sunday screens sabbatical) is correlated with the profitability of this research, then we may be onto something, so let’s dig in!

more
Money Does Grow on Trees.JPG

The average cost of a real Christmas tree has doubled over the past ten years. When capitalism crosses over into parenting projects, I feel like Santa in the workshop rubbing my hands (and calculators) together with a big smile of anticipation.

more
Mikan Bird Shot Chart.JPG

George Mikan was the very first superstar of the NBA. He was the key to the league even surviving before it could thrive. Making him one of the most underappreciated athletes of all-time. Maybe because he was not athletic at all. His go-to move can best explain how to shoot a high percentage in the Stock Market as well, always has, but it has become equally under-utilized.

more
The Shining.JPG

This is a story for some of the hi-tech hot shots sitting around trying to come up with the next Google idea surrounded by empty pizza boxes. Or, for the students dreaming of a seat at that ping pong table. Or, for the parents whose kid is not a prodigy counting down the 10,000 hours it takes for mastery of a “gift” and still believes in a dead-end summer job instead.

more
Summer Jobs 1.png

The most successful venture capitalist says he will not back anybody unless he sees at least one specific item on their resume – “a really shitty job at some point.”

A great professional of any kind, who has children, has a greater challenge. Comfort. Not one great story of achievement that I have ever been blessed to know has ever started from a place of too much comfort.

more
wimberley.jpg

If I turned left, I knew exactly what it looks like on the way back home. I had never seen where the other road goes,” he said with his eyebrows lifting. This entrepreneur turned rancher put the good in good ole boys and I just love listening to him. But, I didn’t know where this one was headed.

So, smack dab in the middle of Texas I called my wife and told her you better fly out to El Paso and meet me before I get into New Mexico cuz that’s where I might be headed next,” as his head lowered into adventure mode.

He explained, “And guys, that’s what peace of mind in retirement feels like to me…being able to have that choice.”

A plan is not limiting, it is liberating.

more
Cotton Gin.jpg

I wished a happy Father’s Day to this guy who started working at age 8 chopping cotton. He got 10 cents for each scorching row all summer in the middle of Texas, with no shade trees to be found.

more
How Much is Enough THUMB.jpg

He is profoundly successful by many financial measurements. Annual earnings place him inside the top 0.01% of the world by that ranking. On a first-name basis with CEOs of some Fortune 500 companies, he is on top of his industry. He lives in a custom built luxury home in the nicest neighborhood of one of the most vibrant cities in the world. His family travels wherever they want, and acquires anything they desire.

more
Sell Discipline flop thumbnail.jpg

Fifty years ago this week, Dick Fosbury was the first to high-jump backwards in the Olympics. The story of his jumps and falls, is amazing. Originally, he failed to even clear the minimum height to compete, when he tried out in high school.

more
Am I going to be okay - cover horse.JPG

I started my career in the mail-room of a Wall Street firm. The dirtiest job I had was to load the brokers’ gunpowder for presentation kits. The printing machines, almost as big as my car and definitely more expensive, ran all day long.

more
Adventure Capital II.jpg

Keep close to Nature’s heart. Break clear away once in a while and climb a mountain or spend a week in the woods. Wash your spirit clean.” - John Muir

more
Dejoria #1.JPG

I counted sixty-four of the latest Forbes 400 who dropped out of college, or never went. That group had an average individual net worth of $4.8 billion, which was twice the average of Ivy League grads in the 400. That number is almost 3 times higher than the average of the entire 400.

more
Luxor.JPG

Did you see the ticket holder who checked himself into the game right before Lebron’s buzzer beater last week? Yup, he walked right out of the crowd in a sparkling new arena, and got to play. The game was broadcast to a record shattering audience.

more
Change Machine.jpg

Investors are driven by change. Passive investors steer around allocations to avoid instincts. Aggressive investors speed toward game-changers to chase upside. So much traffic and technology I had to pull over when I saw this machine that still takes old fashioned change.

more
Esports #2 Katowice.jpg

Nobody decides what is going to become a great tradition, they happen. The best things that last longest require little convincing. Momentum gains strength where there is the least friction and the most fun. Almost every parent I know is going to disagree with me here (I was one of them). That is fine, because the investor in me wants to be where the crowd will erupt in agreement…..later.

more
While You Were Sleeping Mailbox Math.JPG

I noticed a few things while reviewing the 22,000 Dow points the Stock Market traveled in only one week. I keep a diary at the conclusion of each week, when the market is closed, jotting notes down every weekend for 22 years.

All during one cup of coffee, I saw…

more
Guac.JPG

I have made a Super Bowl prediction every year since 2007 when I began keeping track of an obscure data point that should be a prop bet, and it’s on an 11-year winning streak. Take the OVER on avocados.

For the real degenerate free-market types (hand in air), I suggest parlaying that total with the disruptive forces of capitalism side action.

more
MKC peppercorns.jpg

Opinions fly around in the Stock Market, and guesses crash into forecasts about this time every year. And, then also on all of the other days of the year. Our hyper-connected world is changing so fast I wonder if the most un-crowded opportunity is not something slower. If my teenagers’ angst at one of the disciplines from this playbook (Sunday screens sabbatical) is correlated with the profitability of this research, then we may be onto something, so let’s dig in!

more
Money Does Grow on Trees.JPG

The average cost of a real Christmas tree has doubled over the past ten years. When capitalism crosses over into parenting projects, I feel like Santa in the workshop rubbing my hands (and calculators) together with a big smile of anticipation.

more
Mikan Bird Shot Chart.JPG

George Mikan was the very first superstar of the NBA. He was the key to the league even surviving before it could thrive. Making him one of the most underappreciated athletes of all-time. Maybe because he was not athletic at all. His go-to move can best explain how to shoot a high percentage in the Stock Market as well, always has, but it has become equally under-utilized.

more
The Shining.JPG

This is a story for some of the hi-tech hot shots sitting around trying to come up with the next Google idea surrounded by empty pizza boxes. Or, for the students dreaming of a seat at that ping pong table. Or, for the parents whose kid is not a prodigy counting down the 10,000 hours it takes for mastery of a “gift” and still believes in a dead-end summer job instead.

more
Summer Jobs 1.png

The most successful venture capitalist says he will not back anybody unless he sees at least one specific item on their resume – “a really shitty job at some point.”

A great professional of any kind, who has children, has a greater challenge. Comfort. Not one great story of achievement that I have ever been blessed to know has ever started from a place of too much comfort.

more
wimberley.jpg

If I turned left, I knew exactly what it looks like on the way back home. I had never seen where the other road goes,” he said with his eyebrows lifting. This entrepreneur turned rancher put the good in good ole boys and I just love listening to him. But, I didn’t know where this one was headed.

So, smack dab in the middle of Texas I called my wife and told her you better fly out to El Paso and meet me before I get into New Mexico cuz that’s where I might be headed next,” as his head lowered into adventure mode.

He explained, “And guys, that’s what peace of mind in retirement feels like to me…being able to have that choice.”

A plan is not limiting, it is liberating.

more
Cotton Gin.jpg

I wished a happy Father’s Day to this guy who started working at age 8 chopping cotton. He got 10 cents for each scorching row all summer in the middle of Texas, with no shade trees to be found.

more
How Much is Enough?

To find out what goes into your answer for this ultimate question – how much is enough? – click here.

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401(k) Founder: My creation is a "Monster"

Ted Benna, the “father of the 401(K),” created the first employer-based retirement savings program three decades ago, but recently told Smart Money magazine he feels like his creation has turned into a “monster.”

What if you could take your current retirement accounts and go back in time and create an old fashioned private pension instead? Click here

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Our Stories

Aristotle said, "the soul never thinks without a picture." Who are we to argue with that guy? So here you go…

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The above discussion is provided for illustrative purposes only. No inference should be drawn regarding any client’s experience with the firm, whether any client approves of or endorses the firm, or any results that the firm has achieved or can achieve for any client.