Free guides & resources

The Investment X-Ray Scorecard
Score any stock, fund, or coin out of 100 before you ever buy it.
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The Capital Stack Cheat Sheet
Who actually gets paid when a company goes under, and why the stock is last.
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The Write-Off Reality Check
A tax deduction is a discount, not free money. Here's the math.
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5 Questions Before You Invest
The checklist that decides if your money compounds or disappears.
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The Lifestyle Freeze Worksheet
Wealth is the gap between what you earn and what you spend. Find yours.
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The Buy-Borrow Cheat Sheet
How the wealthy stay invested and still spend, and the risk most people miss.
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3 Fears, 3 Tools
Most money mistakes are fear in disguise. Here's the tool for each.
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The Internship Edge: 3 C's
Your GPA gets the interview. These three skills get the offer.
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Your 5 Tradable Assets
Broke doesn't mean you have nothing to invest. Inventory what you've got.
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The Finance Career Rules
Seven universal moves that get you hired, trusted, and promoted.
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The Laws of Money
Seven laws that decide whether your money compounds or disappears.
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The 20s Decision Cheat Sheet
Six self-checks for the choices that actually shape your career.
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Vet Any Deal: The Four Goods
Due diligence in four checks, before you commit a single dollar.
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