President at Bone Fide Wealth • Financial Planner • CNBC Advisor Council • Dad • Posts ≠ Financial Advice • Read Money Together: https://xitter.twitterapi.xyz/t.co/XnPPH7hKf9
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Joined June 2010
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I run a nationally recognized wealth management firm for high-achieving millennials, next generation investors, entrepreneurs, and their families.
I also write about relationships and money so you and your partner can become an unstoppable financial team.
Some of the most successful people I know use a financial advisor because they want to maximize their time doing the things they love to do. It has nothing to do with intelligence or ability. They want to spend time with their family and focus on their work. It’s that simple.
The stock market is open today while the bond market is closed because veterans are notoriously high volume bond traders.
Did school teach me how to invest money?
No.
But did they teach me basic financial skills?
Also, no.
There’s war, inflation, price of gas, partisan politics, the economy, Chinese spies in AI, money printing, volatility, and uncertainty.
Cool story.
Invest regularly, get back to work, and enjoy your life.
When investing in AI, it’s important to look for these three things:
- Real revenue
- Path for turning capex into profit
- A CEO who isn’t sleeping with a spy
I wish banks did a better job keeping their ATMs loaded with cash. This is the fourth one today that says “insufficient funds”.
On days like today, diversification matters. Beer, whisky, vodka, wine and tequila have all helped me forget about my portfolio.
A Career Path in AI:
2022 - Student
2023 - Developer
2024 - Prompt Engineer
2025 - Vibe Coder
2026 - AI Agent
2027 - Farmer
I guess this is all a solid reminder that if you tell people you won’t do something and then do the thing you said you wouldn’t do, they aren’t going to trust you the next time you say you’re going to do something.