Investments

How To Eliminate That Intense Financial FOMO You’re Feeling

Back in 2012, I thought I had finally conquered financial FOMO after walking away from a well-paying finance job. But after having children, I’ve noticed more and more relapses. If you’ve found yourself battling the desire for more money than you truly need, this post is for you. Ever since returning to San Francisco from

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When Investing Is More Alluring Than Spending, Fight Back Hard!

In my post, “How You’ll Feel Achieving Various Millionaire Milestones,” a commenter named Joseph shared these thoughts: “I’m fascinated by someone worth $10M or $20M not feeling wealthy. Are they hanging out with nothing but billionaires? The only other explanation is a scarcity mindset. But I suppose that mindset got them to where they are. They need

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Stop Investing In Value Stocks Over Growth If You Want To FIRE

Since writing about FIRE in 2009, I’ve favored investing in growth stocks over value stocks. As someone who wanted to retire early from finance, my goal was to build as large a capital base as quickly as possible. Once I retired, I could convert these gains into dividend-paying stocks or other income-generating assets to cover

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The Acceleration Of AI Growth With Ben Miller, CEO of Fundrise

On the latest episode of the Financial Samurai podcast, I sat down with Ben Miller, cofounder and CEO of Fundrise, for a deep dive into artificial intelligence, venture capital, and what it really takes to get into the best private company deals. Ben was in San Francisco this summer visiting various portfolio companies and trying to make

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The Richest People Are Not Index Fund Fanatics – Why Are You?

I love index funds and ETFs for their low-cost nature and simplicity of ownership. However, if you want to build generational wealth before traditional retirement age, consider looking beyond just index funds and index ETFs. Since starting Financial Samurai in 2009, I’ve written extensively about investment strategies, financial independence, and retiring earlier to do what

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The Dumbbell Investing Strategy: Balancing Risk and Safety

Ever since I left my day job in 2012, I’ve used a form of the dumbbell investing strategy to grow my wealth while protecting against large losses. It’s a framework that’s helped me stay invested during uncertain times—especially when I felt the urge to hoard cash or sit on the sidelines. If you’re in a situation

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How To Easily Determine The Right Amount Of Stock Exposure

Only when the stock market goes down do people start to wonder whether they have too much exposure to stocks (equities). Questions arise: Should I cut back? Should I buy the dip? What’s the appropriate allocation to stocks right now? While the answer depends on many variables—your risk tolerance, age, net worth, current asset allocation, and

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