Investments

It’s a raging bull market, and I’ll confess, I’m a little annoyed I don’t have a large paycheck anymore to take advantage of more investment opportunities. Every day, I see people with steady W-2 income are funneling thousands into stocks, real estate, and private deals. Meanwhile, I’m sitting here, asset rich but cash flow constrained. […]

1999 is back, and I’ve missed it. Ever since then, I’ve been chasing that next 50-bagger, the kind of life-changing winner that helped me come up with the down payment for my first property. But he’s been elusive. I still remember sitting on the international trading floor at Goldman Sachs at 1 New York Plaza,

Welcome CNBC readers. I’m currently investing in private AI companies through Fundrise Venture to save my children from AI. The minimum investment amount is only $10, and Fundrise owns positions in leading AI companies such as OpenAI, Anthropic, Databricks, Anduril, and more. I started Financial Samurai in 2009, and it has since become one of

Two decades ago, I learned an important lesson: if you can’t beat them, join them. And if you can’t find a job with the monopolies, then you might as well invest in them! Take what happened on September 1, 2025. I got an email from Apple saying my Apple TV+ monthly subscription was going up from

If you’re thinking about investing in venture capital or any private fund, you need to understand these five key terms: MOIC, TVPI, DPI, Loss Ratio, and IRR. Without them, it’s like walking into a poker game without knowing the rules. And in this game, the stakes—and potential payouts—are massive. I’ve been investing in venture capital

During a bull market, most investors get excited about chasing risk. Despite sky-high valuations, there’s a tendency to double down on even riskier bets in the hopes of making outsized gains. That’s human nature. Nobody wants to miss the boat, and everyone thinks they can outsmart the market. In the process, boring assets like risk-free

I recently had a zero-coupon Treasury Bill redeem in the amount of $102,000. This money is part of the 35% of my taxable brokerage portfolio that’s in bonds. Somewhere between a 60/40 and 70/30 equity/bond split is what I like to maintain at age 48, as a dual-unemployed parent alongside my wife. Given I enjoy

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

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

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