Insights
First-World Problems; Real-World Risks
by Derek Walpole
20 April 2026
As wealth grows, mindsets shift from accumulation to preservation — from “Am I going to be ok?” to “How do I ensure my family remains ok?” This framework maps four types of financial risk, and highlights some blind spots could cost you far more than a market correction.
by Derek Walpole
6 February 2026
Market crashes are becoming more frequent, but they’re also getting shorter and shallower because we’re in an age of liquidity where five key market participants are structured to buy each dip, meaning we shouldn’t panic but consider taking advantage instead.
by Derek Walpole
13 October 2025
AI companies have accounted for 80% of the gains in US stocks so far in 2025. Meanwhile, there are concerns about both stretched valuations and the increasingly interconnected business between US tech companies. In this note, we look at how (whether this is an AI bubble or not) to position our equity investments.
by Derek Walpole
19 February 2025
“I’ve lost tremendous amounts of money in various markets and I think that that’s something that makes you better at my job, not worse.”
– Jim Cramer
by Derek Walpole
26 January 2025
“Money is a great servant but a bad master.”
– Francis Bacon
My top 8 tips to sort your personal finances out this year
by Dave Lewis
10 January 2025
“Each step to structure your finances will is in your control.”
by Derek Walpole
30 December 2024
“I’ve consistently found that the athletes who took action early in their sportscareer were the most well-positioned for financial security once the boots were hung up.”
– Jeremy Siegel
by Derek Walpole
29 December 2024
“Thinking too much leads to paralysis by analysis. It’s important to think things through, but many use thinking as a means of avoiding action.”
– Robert Herjavec
5 Money Mistakes to Avoid as a Professional Athlete
by Dave Lewis
28 December 2024
“I’ve consistently found that the athletes who took action early in their sportscareer were the most well-positioned for financial security once the boots were hung up.”
by Derek Walpole
27 December 2024
“I learned to scent out what was able to lead to fundamentals and to turn aside from everything else, from the multitude of things that clutter up the mind.”
– Albert Einstein
Budgeting: The 50/30/20 Method
by Dave Lewis
23 December 2024
“Budgeting is probably the most unsexy, underrated skill in finance, but it’s important if you want to manage your money well.”
by Derek Walpole
11 December 2024
“An economist is an expert who will know tomorrow why the things he predicted yesterday didn’t happen today.”
– Laurence Peter
