reit investing

October 13, 2025

Making Sense of Retirement Investing for Beginners

It might sound strange, but you're never too young to start thinking about retirement. The power of compounding is so effective that if you start in your twenties, you can build a significant nest egg with surprisingly little effort by the time you’re in your sixties. All it takes is a basic grasp of retirement plans and the decision to start now. The sooner you begin, the less you'll have to put away, all thanks to compounding and a long time horizon. You can’t count on Social Security to be your only source of income, but thankfully, there are plenty of other options out there.

Investment

October 13, 2025

What No One Tells You About Marriage and Money

When you decide to get married, you’re not just merging your lives—you’re merging your finances. And while it’s not the most romantic topic, talking about money is one of the most important things you can do before, during, and after you say "I do." From planning for a family to navigating the tough stuff, here’s a look at the financial journey of marriage.

Finance

October 13, 2025

Your Financial Checklist for Buying a Home

Buying a home is easily the biggest purchase you'll ever make. For most of us, it’s also an incredibly emotional and stressful journey. There’s a mountain of information to digest to make smart decisions, from figuring out if ownership is right for you to understanding the fine print on a mortgage. Think of it as the ultimate ; it requires careful planning and a clear understanding of how you're for the long term.

Finance

October 12, 2025

How a Venture Capitalist Invests His Own Money

My day job is all about taking risks. As a venture capitalist at my firm, Social Leverage, my partners and I invest in seed-stage software companies, with my personal focus being on financial technology. You might recognize some of our early investments, like Robinhood, eToro, and Ycharts. This background, along with co-founding StockTwits, probably makes it clear why I favor individual stocks over index funds when it comes to .

Investment

October 12, 2025

My First Business Taught Me Everything About Investing

Before I became the Founder and CIO of Capital Innovations, before my work was featured in , and long before I wrote , I was the youngest of five kids growing up south of Pittsburgh. My worldview wasn't shaped in a classroom; it was forged at the family dinner table.

Investment

October 12, 2025

My Personal Investing Playbook After a Financial Reset

My real education in finance came from two people: my father and my first boss, David Swensen. My dad lost his parents young and had to put himself through college and medical school with very little. When some family friends passed, they told him about stocks, and he bought IBM in 1959. Even when life felt like it was taking everything from him, he held onto those shares. He still has them.

Investment

October 12, 2025

My Four-Bucket Approach to Personal Investing

It’s a bit surreal to be asked how I invest my money. I grew up poor in rural Maine with my step-grandfather, and from ages 11 to 14, I was homeless, bouncing between neighbors' houses. So, at 43, being in a position to share my financial strategy is something I don’t take for granted.

Investment

October 12, 2025

My Most Important Investment Is a Financial Flop

My wife’s grandmother, Mimi, was in a drab hospital room in North Jersey, caught somewhere between her 89th birthday and the end of her life. It was a cold January day, and it didn’t really matter which one came first—the outcome felt the same. She had already lived two decades without her husband, Pop, much of it with failing health and vision. Mimi was ready. Her family stood by her, a testament to the life she’d built. The room was packed with her four children, ten grandchildren, and eight great-grandchildren.

Investment

October 12, 2025

This Is Exactly How I Invest My Personal Money

As someone who co-founded a wealth management firm overseeing more than a billion dollars, runs a financial blog, and regularly appears on CNBC, I get asked one question all the time: how do I invest my own money? The short answer is that my approach is a blend of different strategies. I use a mix of active and passive investments, holding everything from mutual funds and ETFs to individual stocks and even private assets. But if there’s one consistent theme, it’s that I’m in it for the long haul. You won’t find me day trading or swing trading—frankly, I’m not good at it, and I believe those activities demand a full-time commitment I’m not willing to give. My priority is building and running my company for my clients and employees. So, when I decide on into something, I plan on staying there.

Investment