money axioms

Money Axioms is the result of my passion for finance combined with a love for writing I couldn’t ignore. These articles document my personal finance journey while providing readers with actionable insights to grow and enhance their financial knowledge. Each piece is crafted to simplify complex concepts and empower you to make smarter, more confident decisions in your own financial life.

The Question That Changed Everything

During my MBA in Finance at UCLA Anderson, I asked my professors a simple but profound question:

“How do you invest for your own retirement?”

Their answers were unexpected. Despite their expertise, most recommended buying and holding passive index funds. A few ventured into private equity, but even that sidestepped the challenge of beating public markets. For experts at the forefront of finance, their responses raised more questions than they answered.

Why the Best Techniques Stay Hidden

Finance is unique—it’s one of the few fields where keeping the best strategies private often pays off more than sharing them. The allure of notoriety, publications, and wealth isn’t enough to unveil these closely guarded methods. Still, I couldn’t shake the feeling that even these top academics knew something beyond the basics shared with the public.

A Lifelong Strategy Worth Sharing

Over three years, I worked to develop a personal investment strategy I could follow for life. Now, I’m sharing its principles, not as an ultimate guide but as an experiment in transparency. Whether you’re looking to observe, refine your own approach, or simply join the conversation, this platform is for exploring smarter, more intentional investing together.

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