Financial Resources & Insights

Clear Thinking for Better Decisions

Financial decisions become easier to navigate when the ideas behind them are clear. Explore practical guidance, investment perspectives, videos, and broader insights from the Verde team—created to help you understand the choices, tradeoffs, and opportunities shaping your financial life.

  • Resources & Insights

What Investors Get Wrong About Risk

A thought experiment shows why investors can confuse smooth outcomes with better outcomes—and how diversification, asymmetry, and long-term thinking change…
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ai bubble
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Is There an AI Bubble? What Investors Need to Know Before Making a Move

Explore the arguments surrounding a potential AI investment bubble and the questions investors should consider before reacting to hype, valuations,…
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Why Your 401(k) Deserves Better Care

Learn why a 401(k) should be managed as part of the full financial plan, including allocation, fees, risk, rebalancing, taxes,…
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Fed Just Cut Rates Again. What It Means for Your Savings, Borrowing, and Portfolio in 2025

A dated look at how a Federal Reserve rate cut affected savings yields, borrowing costs, liquidity decisions, and portfolio strategy…
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Smart Investors Embrace the Bumps

Market volatility is part of investing. This article explains why disciplined investors expect uncertainty, manage risk, and avoid abandoning long-term…
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Booked With Marc: Beyond Order by Jordan B. Peterson

Marc reflects on three lessons from Beyond Order about defining who you want to become, taking responsibility, and practicing gratitude…
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finfluencer
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Scroll With Caution: The Rise of Finfluencers

Learn how to evaluate financial influencers by checking credentials, incentives, context, evidence, and whether online advice fits your actual financial…
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The Future Is Fractional: Why Tokenization Is Transforming Private Market Investing

An introduction to tokenization and fractional private-market investing, including potential access benefits, liquidity questions, technology, regulation, and risks investors should…
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Booked With Marc: Richest Man in Babylon by George S. Clason

Marc reviews timeless lessons from The Richest Man in Babylon about saving consistently, preparing for opportunity, protecting wealth, and planning…
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Mid-Year Financial Check-In: 6 Steps to Stay on Track in 2025

A six-step midyear review of goals, cash flow, savings, debt, investments, taxes, insurance, and other changes that may require an…
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Booked With Marc: Brave New World by Aldous Huxley

Marc explores Brave New World’s questions about comfort, freedom, struggle, and the choices that shape a meaningful personal and financial…
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Is College Still Worth It? A Guide to Making Smart Education Decisions

A framework for evaluating whether college is worth the cost by comparing career goals, education options, financial tradeoffs, debt, and…
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