Introduction: Bridging the Gap Between Golf and Investing What do Tiger Woods and Warren Buffett have in common? A strategic, disciplined approach to their respective fields. Golf and investing may seem like two entirely different activities, but they share striking similarities that can provide valuable insights for anyone looking to improve their financial acumen. Both…

Regret—it’s something everyone feels at some point. But for high earners, the stakes are often much higher. The financial decisions you make (or don’t make) can carry a significant emotional toll. The “regret gap” represents this emotional cost, the sense that past decisions have cost you more than they should have. As you navigate the…

It’s resolution season – a time to reassess, refocus, and set meaningful goals. As a wealth management advisor, I’ve learned that the principles of financial success mirror those of physical fitness. Whether you’re a seasoned investor or just starting your wealth-building journey, these three critical lessons will help transform your financial health. Lesson 1: The…

Reflecting on my collegiate years, I already had a passion for community outreach, specifically supporting those who were not confident or empowered in their personal relationship with money. I was a part of a peer-to-peer organization, Red to Black, at Texas Tech University, where I volunteered to coach my fellow classmates with the goal of…