Charlie Munger once said, “The best thing a human being can do is to help another human being know more.”
The following videos are provided for educational purposes only and do not constitute investment advice or a recommendation of any security.
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May 11, 2026
Most Important Investment Metric?
What is the single most important metric/factor when you are buying a car, a condo, a home appliance, or planning a vacation? There is none! You look at a number of relevant criteria and their value/rating against comparables.
Why don't you use the same process for investment?
April 28, 2026
Tax Strategy Financial Planning
The bedrock of financial planning
It is impossible to exaggerate the significance of tax strategy financial planning. Unlike investment decisions, tax strategies deal with known rules and regulations. They are complicated to master and implement nevertheless extremely powerful.
April 21, 2026
Estate Tax Proactive Planning
It's never too early to plan
Generational transfer of wealth and estate tax need to be evaluated much earlier than you think for three reasons:
- Significant importance
- Planning has to be done over years
- Avoid extra expenses
This video is not for education, but rather to showcase the complexity, early assessment and proactive thinking.
April 13, 2026
5 Behavioral Investment Tips
For High Income Employees
Everybody makes emotional or irrational investment decisions. Biased responses work against investing outcomes. By knowing what sways our decisions, we can make better choices.
Your IQ does not protect you from hidden cognitive and emotional traps.
March 13, 2026
VALUE vs. PRICE
Is this a good price?
This is the second most important question an investor should be able to answer.
What is Value? What is Price?
Are you an investor or a trader?
What is relevant to value and what is relevant to price?
February 18, 2026
ASSET QUADRANTS FRAMEWORK
Discover the four‑quadrant investment framework—Cash, Real Assets, Equity, and Bonds—and how each plays a distinct role in building a resilient portfolio. Learn why mixing up asset classes leads to confusion and how understanding their behavior can sharpen your long‑term investment strategy.