Goals-Plan-Portfolio

Speculation vs. Strategy: What’s Fueling the 2025 Stock Market?

Despite a strong +14% YTD gain in the S&P 500, much of the growth is driven by a few mega-cap tech giants and speculative, pre-revenue stocks. Here’s why disciplined investors should stay focused on profitable, enduring companies.

November 10, 2025

The 2009 Wake-Up Call: Why You Should Never Fall in Love With a Stock

Back in 2005, I met people who believed their bank stocks would “never go down.” By 2009, those same investors lost everything. Here’s what their stories taught me about diversification, discipline, and the danger of overconfidence.

November 3, 2025

When Success Isn’t Enough: Why High-Achieving Families Still Feel Financial Anxiety

Even after reaching major milestones—career success, savings, and comfort—many corporate families still feel uneasy about money. Discover why defining “enough” is the missing piece to true financial freedom.

October 27, 2025

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More Guidance from Know My Plan

Speculation vs. Strategy: What’s Fueling the 2025 Stock Market?

The 2009 Wake-Up Call: Why You Should Never Fall in Love With a Stock

When Success Isn’t Enough: Why High-Achieving Families Still Feel Financial Anxiety

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