For most of us, investing tends to be an enticing idea, or perhaps an ideal, that we have a ‘one day’-mentality about. It’s also an exercise that we know is intuitively smart, but come month-end and o...

So this is just a piece on US expat tax - for any US citizen living abroad, specifically in South Africa. https://takechargeofyourmoney.blog/2021/07/15/us-expat-tax-filing/

Active vs. Passive investing

This is likely the single biggest contentious issue within the financial services industry. As you can imagine, some very qualified people are charging a lot of money to ...

Have you ever tried the envelope system for budgeting? It’s such an easy and common-sense way of managing money that you can’t really go wrong. In fact, my Mom still uses the envelope system. After so...

A great read about making the right investment choices from someone who was in the industry. https://supersavingtips.com/investment-choices/

Some great thoughts on long term vs. short term investing: https://melicaniccole.com/2021/10/26/short-term-vs-long-term-investing/

For many people, Friday = pay day. Here’s my 5 step routine for making the most of my money each time I get paid:

1. Review my paystub to make sure everything is as it should be
2. Compare my inco...

For all of our mentors out there: The sharpe ratio is the average return earned in excess of the risk-free rate per unit of volatility or total risk. I like to think of it as a measurement of risk vs...

Here are some great tips on self-discipline while managing your finances: https://www.engineeryourfinances.com/2020/10/financial-self-discipline/

It was a pleasure participating in the Business Insider Clubhouse "Master Your Money" event a couple of weeks of ago.

It is paramount to always know the "why" behind your investments.

https://www....