by Stoffel | May 15, 2025 | Investing, Portfolio Management
Introduction “Diversification is protection against ignorance.” Warren Buffett At the 2024 Berkshire Hathaway annual meeting, Warren Buffett officially announced he would step down as CEO, passing the torch to Vice-Chairman Greg Abel. After nearly 60 years of...
by Stoffel | May 8, 2025 | Financial Literacy
Don’t Outsource Financial Literacy Introduction: Why You Need to Understand Money In an age of digital convenience, it’s easy to assume we can delegate everything including our finances. Robo-advisors, wealth managers, banks, and fintech apps promise to handle...
by Stoffel | May 1, 2025 | Biases, Decision Making, Investing
Introduction Imagine losing $100. Now imagine finding $100. Which experience feels stronger? If you’re like most people, the pain of losing that money hits twice as hard as the pleasure of gaining it. This psychological phenomenon is known as loss aversion, one of the...
by Stoffel | Apr 29, 2025 | Financial Literacy
💸 Where Does Money Come From? (And Why It Doesn’t Grow on Trees) 👨👩👦 A Note to Parents By now, your child understands how to save and spend, spot needs versus wants, and even make a mini budget. Now it’s time to talk about where money actually comes from – and...
by Stoffel | Apr 25, 2025 | Financial Literacy
🧠💰 What Is a Budget? (For Kids!) 👨👩👦 A Note to Parents Now that your child understands how to save and spend – and how to tell needs from wants – it’s time to introduce another key financial skill: budgeting. Think of budgeting as a simple plan...
