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Charlie Munger had a phrase for the things most likely to destroy your financial life: liquor, ladies, and leverage. Right now, leverage is the one quietly building a trap that millions of retail investors are walking straight into.
If your investment advisor’s firm was recently acquired by private equity, your account may already be getting a different level of service than you signed up for. Here is what is happening, why it matters, and what smaller investors need to watch out for right now.
When my brothers and I built Markowski Investments, we made a deliberate choice: be the best, not the biggest. That decision runs counter to everything Wall Street has sold the American public for the past 25 years.
Last Friday’s market selloff separated two very different types of people: patient investors and overconfident traders. If you were checking your phone every five minutes wondering what to do, I have some hard truths for you.
I have been warning people about Ponzi schemes and investment scams for nearly thirty years, and the hardest truth I have learned is this: most people don’t want to hear it. They want to believe, and that is exactly what the con artists count on.
College athletes are cashing NIL checks worth hundreds of thousands of dollars while still in high school, and the financial advice they’re getting is either nonexistent or dangerously bad. I’ve seen this story play out before, and it never ends well.
I’ve been telling people for years that being a bad investor isn’t always your fault. Your brain is literally working against you every time you make a financial decision.
Everyone is buzzing about SpaceX going public and the wave of IPOs hitting the market. Before you get swept up in the excitement, let me walk you through what I saw firsthand working in investment banking and what the actual historical numbers say about IPO performance.