Articles

In 2023, I left a 13-year career as a drone pilot to pursue investment management. Being a drone pilot is a pretty cool gig, I will say. I had created a life where I even lived in other countries all over the world. In this blog, I will discuss why I left to work 80 hours a week in investment management.

It’s the beginning of a new year, and there’s nothing quite like the fresh start that comes with opening a new chapter in your financial record-keeping. This is the perfect time to set the foundation for a successful financial year and hit the ground running. In this vlog, I’ll share my five key steps to help you take control of your finances and stay on track throughout the year.

Private credit has emerged as a compelling investment option in today’s high-interest-rate environment. As I’ve explored this asset class over the past year, I’ve grown to appreciate its role in a diversified portfolio. In this blog, I’ll explain private credit, and why it’s worth considering.

As cryptocurrency continues its historic rise, with Bitcoin crossing the $100k mark, excitement is at an all-time high. In this post, I explore four popular trading strategies embraced by crypto bulls and uncover the flaws in their investment theses. We’ll dive into arguments around fiat currency, the money supply, and central banking while analyzing whether Bitcoin and other cryptocurrencies truly solve the economic challenges they claim to address.

What sets great portfolio managers apart? It’s not just about numbers and strategies—it’s about something deeper. Inspired by Stephen Covey’s The Speed of Trust and my own experiences observing top managers, I’ve identified key traits that are essential for building trust and delivering results in private markets.

In this blog, I’ll walk you through the core principles I call the “Four Pillars of Portfolio Managers” and show how they apply to earning trust, making better decisions, and achieving long-term success.

Retirement planning in the U.S. is becoming more challenging than ever. It’s a topic I think about a lot because the numbers don’t lie. Traditional savings options like 401(k)s and Social Security simply aren’t keeping up with the needs of many Americans. It’s a bit unsettling to see how many people are on track to fall short of their goals.

Private Markets may offer alternatives to meet the growing need of better retirement products. Private Markets can offer something different from the usual mix of stocks and bonds.

Happy Thanksgiving! A little time off work is more time to do some research! Since I began studying investing the US Debt has been a topic of discussion. It seems like every year there is a debt fiasco in Washington where the government is about to “shut down.” In this blog, I will discuss the current debt situation and walk through what this means for asset holders and portfolios.

I was of the mindset that the fastest path to passive income and financial freedom was through owning Real estate and being an investor. Real Estate is a fantastic asset class, but when I became a landlord, I realized the time commitment and felt the return on that time wasn’t meeting my expectations. Once I was exposed to Private Markets, I began to learn about other solutions that could deliver passive income without the overhead management of being a landlord.

I wanted to help clients manage their portfolios and assets, but the idea of estate planning and budgeting didn’t thrill me too much. As an investment analyst, my day-to-day functions involve only a few areas outside investments. In this blog, I discuss why I completed the CFP exam and my journey to complete the exam in March 2024.

Private Markets have been an increasing topic of discussion for financial advisors looking to service their clients. As a Private Market Investment Analyst, I analyze various investments across multiple asset classes. There has been a growing trend of private wealth advisors and retail investors increasing their portfolio allocation to private market investments.

Private Markets have been an increasing topic of discussion for financial advisors looking to service their clients. As a Private Market Investment Analyst, I analyze various investments across multiple asset classes. There has been a growing trend of private wealth advisors and retail investors increasing their portfolio allocation to private market investments.

After over a year of being an analyst, I have a large enough sample size of the pros and cons and the actual role versus what I expected. I am sure some readers have watched television series like Industry or movies like Boiler Room and wondered about the accuracy. After my first year, I took some time to reflect on my five biggest takeaways and lessons I have learned.

Private equity ownership in American professional sports has recently been a hot-button issue for investors. The NFL recently became the final major league to approve private equity ownership. I have always been a sports fan, and as I researched this asset class, I learned that the business of sports has some unique characteristics that are unlike any other business.

In this blog post, I take a deep dive into FS Investments’ Q4 Economic Report. FS Investments, a private equity manager in the alternative investments space, offers some of the industry’s most insightful research.

A long stint flying drones as a civilian contractor sparked an anxiety about making a shift in my career. I knew the only thing I could see myself doing was working with investments. Would I enjoy it? Would I be successful? Was I qualified enough? All these thoughts filled my mind as I faced this decision. Maybe you’re in a similar situation, contemplating whether a major in finance or pursuing a second career in investment management is right for you.

I am amazed and its usefulness and capabilities every time I use it. The first time I tried AI I spent at least 1 hour asking and searching random things like a kid in a candy store, amazed at just how accurate and “smart” the AI seemed to be. But let’s take a walk down memory lane and use history as our guide on how we can better prepare ourselves as investors and also remained disciplined and fundamental in our approach.