David's Articles

David has been writing and blogging for over 10 years

Most Recent Articles:

My Favorite Signs of a Near Market Peak

So maybe the market has not peaked yet, but these are indicators I have seen across market cycles that seem to correlate well with the peak. I've tried to append new articles / headlines relevant to each. Tallest building in the world is under construction -...

The Emerging Wealthy Part 2 — Handling the Early Liquidity Event

Many millennial entrepreneurs many find themselves with unexpected liquidity following the closing of a large deal or sale of the company. How to handle this new wealth requires serious consideration. In our last discussion of the Emerging Wealthy — we focused on what...

Competitive and Driven are not Synonyms

Many synonymous words we take for granted, never bothering to contemplate whether or not they are in fact, equivalent. In the last several weeks, I have been struck that there is in fact a difference between being ‘competitive’ and being ‘driven.’ For a long period of...

How to Think About Investing

In order to explain how we think about investing, as well as to help our clients better understand their own investments, we are beginning a series of short posts about how best to think about investing. This is of great importance, as the data is quite conclusive...