When Market Benchmarks Become the Trade, Investors Should Be Careful
- Forbes
Market benchmarks can guide investors, but they become dangerous when they replace judgment in AI, spinoffs, forced selling and special situations investing.
Retirement Starts Here

"Caddying people through the back nine of their lives by providing guidance, support, and friendships during the later years of life's journey."
Learn more about what the Portfolio Risk Analysis tool can do for you:
From Paycheck to Purpose
Build reliable retirement income - and step away from work with confidence.
Learn More
I help position your assets to deliver consistent income and provide long‑term security.
About Me
Be in the Know
- Forbes
Market benchmarks can guide investors, but they become dangerous when they replace judgment in AI, spinoffs, forced selling and special situations investing.
- Entrepreneur Magazine
Here's why most founders in North America give up too early.

- Financial Times
Did SpaceX mark the moment the air started coming out? OFVRs will help you ride out the ensuing volatility.
- Entrepreneur Magazine
Instead of accepting summer internships at tech or finance companies, students at Princeton and Yale are pursuing different dreams.

- Investopedia
The typical U.S. household got wealthier over 30 years, but the path included a steep Great Recession drop. Home values and stock gains helped rebuild household wealth, pushing median net worth above its 2007 peak by 2022.
- Entrepreneur Magazine
A new study of 400 million job postings found entry-level hiring has fallen 14% since 2019. Researchers say remote work is to blame.
Some Additional Materials for Your Use