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Is Private Equity Buying Everything? What Every Solo Investor Should Know

If you’ve spent any time watching business news, browsing finance channels, or scrolling through LinkedIn lately, you’ve probably heard some version of this claim: private equity is buying everything. Apartment buildings, veterinary clinics, HVAC companies, accounting firms, dental practices, software businesses, manufacturers and even the local car wash. It’s easy to conclude that individual investors…
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The IPO Everyone Wants Is Rarely The Best Investment

Every year, investors wait for the next big IPO. Financial media starts counting down months in advance. Analysts speculate about valuations. Social media fills with predictions about which company will become the next great wealth-building opportunity. This year is no different. Investors are closely watching a growing list of highly anticipated private companies that may…
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David vs The Fund: The Behavior Gap That Determines Wealth

The Same Market, Different Outcomes March 2020. Markets are collapsing, and uncertainty is spreading faster than most investors can process it. Headlines are coming in waves, each one more alarming than the last, and for many, it feels less like investing and more like survival. David opens his portfolio and pauses for a moment as…
