Why Focusing on Goals Is Holding Investors Back

Why Focusing on Goals Is Holding Investors Back

Summary: Most investors start the year the same way. New goals. New numbers. New promises about returns, income, or net worth. And most of them quietly abandon those goals by midyear. The problem isn’t discipline. It isn’t motivation. It’s the belief that better...
Why Most Portfolios Fail When Behavior Matters Most

Why Most Portfolios Fail When Behavior Matters Most

Summary: Most investors believe their biggest risk is market performance. If they diversify correctly and stay invested long enough, everything should work out. That belief is comforting. And incomplete. Markets don’t fail portfolios nearly as often as behavior does....
Demographics Behind Market Trends

Demographics Behind Market Trends

Summary: Andy sits down with demographer Kenneth Gronbach to explore how demographic trends quietly shape economies, markets, and long-term investment opportunities. From the aging baby boomer population to shrinking workforces in countries like Japan and China, this...
From Labor to Ownership

From Labor to Ownership

Summary: Andy, Noah, and Corey break down how AI is reshaping the job market and why ownership matters more than ever. Using Salesforce’s September 2025 announcement as a case study, they examine what it means when a company cuts 4,000 jobs while authorizing $20B in...
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