Markets don’t fall apart on a schedule. Data shows how quickly volatility can cluster: 2008 had 23 days w/ losses greater than 3%; 2020 had 16. The next correction won’t send a calendar invite & midterm elections won’t change that. Build a portfolio for the days you can’t predict

My Portfolio Guide was built from a certain mindset. Don’t let the market (or life!) happen to you. Have a plan, stay disciplined, and make decisions based on your goals...not the latest headline. #Investing #Discipline #PersonalWealthManagement #FinancialPlan

Back to the USA and the office but had to piggy back off this post. Along with amazing memories, historic, and scenic visits, I’ll never forget the treat of playing the Old Course, birdieing the 17th Road Hole then finishing with a par on 18. I feel complete 😂🏴󠁧󠁢󠁳󠁣󠁴󠁿⛳️

As an economics student 30 years ago, my eyes were opened to free markets & the “invisible hand”. Standing at Adam Smith’s monument in Edinburgh, I learned the father of modern economics was proudly Scottish. “Great ambition is the passion of great character.” -Adam Smith

October is National Financial Planning Month. Financial planning is about more than investments...it’s about making sure all the pieces of your financial life work together. Have a plan. Know your numbers. Know your direction. #FinancialPlanningMonth #CFPpro

30 years ago I wore the black and gold uniform competing as a student athlete. It was an honor and a lot of fun to come back with my current “uniform” as a panelist for the Beach Fin Rising Wealth Symposium. @CSULB @csulbalumni #GoBeach

30 years ago, this would’ve been a pink-sheet stock with a 1-800 number, fax machine and boiler-room pitch. Today? A potential $2T+ company. Anthropic: $4.6B revenue, $8.1B operating loss, nearly $42B net loss and $518B in future commitments. Great company ≠ great IPO price.

Breaking bread with Mitchel Katz-Winnick, CFP®. I’m extremely excited to welcome him aboard to the My Portfolio Guide, LLC team as a CERTIFIED FINANCIAL PLANNER® helping serve our clients and building the next chapter of our firm’s growth! #TeamMPG #PersonalWealthManagement

Fired up to have shot an 84 for my best #golf score. Still not where I want to be but happy with the progress only 18 months in. 🏌️‍♂️⛳️

Can’t always do this so it was a special treat to wrap up the week celebrating a client’s birthday.

Fed odds have flipped fast: 33.1% chance of a hike one month ago → 92.7% odds of a cut today. What does it mean? Albeit likely turbulent in the near future, probably positive for markets. Maybe it's time to stop predicting the Fed & watch what the market is telling us.

Costco is already in December, so it's time to think about the end of the year too. Before you buy that 10ft snowman, let's get your portfolio & taxes sorted. Email [email protected] or call (562)799-5595 to book your Q4 review & financial strategy session!

Such a fun and new challenge along with some office camaraderie. #TeamMPG competing in our first @SpartanRace at @Angels Stadium.

Got to enjoy a great round of #golf at Maui Nui golf club. Shot an 86 so while there’s still plenty of room to improve, I’m getting there 🤙🏼⛳️🏌️‍♂️

Happy Labor Day weekend! 🇺🇸 Despite an intra-year decline of roughly 9%, most major equity markets have rebounded and are now positive for the year...but returns haven’t been evenly distributed. The rotation we've been talking about is on. U.S. markets are closed Monday.

Per the counsel of her financial planner, this woman waited 10 years to replace her car. Enjoy!!