The Big 3

For the past twenty-five years, I have embraced The Coffeehouse Investor approach to building wealth, ignoring Wall Street, and getting on with my life.

It has had a meaningful impact on my life, and, from the responses I continue to receive from investors like you, it appears to have a meaningful impact on your life as well.

How does The Coffeehouse Investor philosophy impact my life? Let me count the ways... 

It maximizes my portfolio returns. I have 100% confidence I am making the right decisions in my portfolio, because I am capturing the entire returns (less fees) of each basket in my portfolio.I have complete confidence in my investment decisions. This allows me to focus all of my attention on the financial planning issues that matter and are in my control. Some of the wealth building topics I can control includes my saving target while working (or spending when retired), asset allocation, tax efficiency, estate planning, and insurance planning.I can get on with my life. Today, as I write this, the Dow Jones Industrial Average is down 825 points, and it doesn’t matter to me at all. I am 100% focused on my purpose and passion in life, which for me, is inspiring you to inspire others to build wealth, ignore Wall Street, and get on with their lives.

If you want to embrace this philosophy in your portfolio and your life, let's connect. Schedule a call with me to discuss more.