We’re excited to announce the beginning of Investor Peace University®, where we’ll give you insight and updates in an effort to make a smarter investor who isn’t swayed by the anxiety they’re selling in the media.

Welcome to our first video of Investor Peace University®!

We’re going to use these videos to communicate principles and ideas to you about wealth management, insurance, and all things related to financial services. Our objective is to make you a better investor and help you avoid some of the biggest mistakes that investors make.

I want to cover all the important topics that affect you from a financial standpoint. When the next Brexit happens or the next China happens, I’ll be here to chat about it. We want to deal with the issues of the day, as well as some general principles, so we’ll cover things like factor-based investing and the 10 principles that are involved with that.


We want to reintroduce what Warren Buffett teaches.


I’ll probably also reference some of our podcasts since I’m interviewing a lot of great guests. For example, I recently interviewed Dr. Ken Kim, he has lived in China, and had some great comments on China. He also talked about making dividends, because a lot of people are buying dividend stocks, despite the fact that in finance, no one talks about dividend stocks, because you can make your own dividends and it’s more tax efficient. Since we’re a tax planning firm, we love to hear strategies that are more tax efficient.

That’s an hour show, though, and we want to keep these videos brief with ideas that you can work with. We’ll create two videos per month, and we’ll do a special extra video if something dramatic like Brexit happens.

We’re going to start to reintroduce what Warren Buffett teaches: “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.” — Warren Buffett. Think about that quote for a minute. Warren Buffett, the greatest investor of all time, is pointedly saying that anybody can be a successful investor assuming they have two things: First, a “sound intellectual framework for making decisions,” and second, the “ability to keep emotions from corroding that framework.”

Our goal is to give you that intellectual framework so that we can avoid worrying about the big, dramatic events like Brexit and the upcoming election.

If you’re interested in hearing about a certain topic, I’d be happy to talk about it if you just send me an email. I look forward to chatting with you in the future!

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