Why Only Investing in the S&P 500 Isn’t Enough
Recently, the S&P 500 has been the “King of the Hill.” Investors have been eating Mag 7 for breakfast, lunch and dinner. Members would ask
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
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Recently, the S&P 500 has been the “King of the Hill.” Investors have been eating Mag 7 for breakfast, lunch and dinner. Members would ask
I ask myself a simple question sometimes: “If I didn’t think tomorrow was going to be better than today, why would I even get out
“Rick, the market has been up for too long. We are due for a massive downturn.” “This AI bubble is going to burst any second.”
I was pumped to go into the office on Monday. It was the first business day of 2026. I was ready to high-five the team,
Uncle Jerome dropped rates 0.25% yesterday, which was largely expected. And just like I told you they would, small caps were off to the races
I sat down to answer the #1 investment question of 2025 – Should I invest in international and emerging markets? I asked ChatGPT to give
I put my money where my mouth is. So I gave our investment strategy away for free. I believe knowledge should be free, and you
Don’t look now, but… …actually that’s it. Just don’t look. Who knew a single man could crash global markets and put “global recession” on the
The tariffs were higher and more sweeping than any economists forecasted. Mr. Market has an ability like no other to adjust. The only thing he
Mr. Market is not stoked right now. He kinda hates uncertainty for uncertainty’s sake. That means even if everything else is fine, he’ll pout in