Dear Mr. Market

1. Can Microreactors Make Nuclear Energy Cool Again?

   What are microreactors and will they change how you should invest in the energy space? Continue reading →

2. 42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!

   Did you know that writing down your New Years resolutions increase your chance of accomplishing them by 42%? Here's our top 10 financial goals we recommend for 2025. Continue reading →

3. Die with Zero: A Financial Planner’s Paradigm Shift in Paradise

   As a financial planner advising clients, I am wired and trained to encourage saving, planning, accumulation etc, but not experiences or truly impacting those we can while still healthy and cognizant. Here we review the book, Die with Zero, and hope it changes your own personal mindset as well. Continue reading →

4. AB Trusts – Do You Need to Get Rid of Yours?

   Do you have a living trust and if so, is it an AB Trust? Learn why that may be potentially outdated and could be doing you more harm than good. Continue reading →

5. Farewell Mint: Top Budgeting Apps to Try Now

   Dear Mr. Market: Budgeting apps play a vital role in helping us keep track of our spending, save for future goals, and maintain control over our financial health. With the retirement of Mint, many are left wondering which tool to … Continue reading →

6. Up the Stairs, Down the Shaft: The Tale of a Tumbling Market

   Dear Mr. Market: Ah, Mr. Market, you’ve never been one for subtlety, have you? We’ve all grown accustomed to your erratic behavior, but these past few weeks, you’ve outdone yourself. The dizzying heights we’ve climbed recently have turned into a … Continue reading →

7. March Madness: Final Four Investing Bracket 2024

   Dear Mr. Market: If your alma mater or favorite college team did not make the tournament on Selection Sunday, we’ve got another option for you! Even if you don’t like or follow college basketball, we think you’ll enjoy what we … Continue reading →

8. Bulls, Bears, and Ballots: Election Years & the Stock Market

   Dear Mr. Market: If you’re watching an NBA basketball game and you have one player to take a final shot to win the game, who do you choose? Like him or not the guy who has scored the second most … Continue reading →

9. Remember this the next time the Stock Market is down

   Dear Mr. Market: Can you imagine how you would be feeling if you had acted upon the advice from all the doom and gloomers the past year? How some of these financial “gurus” and economic pundits still have an audience … Continue reading →

10. RIP Charlie Munger : Farewell to an Icon of Investing

    Charlie Munger passed away today at the age of 99. In honor of his wisdom and common sense, My Portfolio Guide, LLC is sharing our Top 10 favorite quotes of his. Continue reading →