DIRECT RELATIONSHIP
Work one-to-one with Matt.
Always.
FIDUCIARY STANDARD
Your interests come first.
Always.
DECADES OF EXPERIENCE
Through every market
cycle.
Resources
Here are a few things I think you may find useful and timely — articles we’ve written, along with books I’ve found meaningful in the areas of life, personal growth, decision-making, and the art of investing in our true currencies.
Latest Market Update
Matt shares his timely analysis of market conditions to help you stay abreast of what's changed recently, and what you may want to consider in your portfolio management decisions and directions.
Read Matt’s latest market analysis →
Recommended Books
A few books I’ve found meaningful over the years.
(Links to Amazon)
The Essential Wit and Wisdom
of Charles T Munger
Edited By Peter D Kaufman
A collection of Charlie Munger's thinking and advice, drawn from speeches and talks across decades.
WHAT I LEARNED LOSING A MILLION DOLLARS
Jim Paul & Brendan Moynihan
An examination of the psychological factors that can drive costly financial decisions.
WHAT YOU SAY WHEN YOU TALK TO YOURSELF
Shad Helmstetter Ph.D.
An exploration of self-talk, outlook and the internal patterns that influence how we act and choose.
Practical Decision-Making in a World of Overwhelming Choice
Patrick McGinnis
A thoughtful look at making choices with greater clarity amid FOMO, uncertainty and competing possibilities.
Face Your Fear of Death to Live Your Most
Meaningful Life
Kate Mauser
A perspective on mortality as an invitation to live more consciously, vibrantly and meaningfully.
Alain de Botton
A contemporary exploration of emotional intelligence and the art of living wisely and well.
“Here’s to encouraging ever more stepping into the light of your path and purpose…”
— Matt
PRIVATE LEGACY RETREAT
When the right next step asks for something deeper than a meeting.
When facing some of life's most challenging crossroads (death of a loved one, divorce, loss of life purpose, new creative vision not yet clarified, etc) we occasionally offer a personalized depth process at our Sunny Oaks home.
Private soul-searching solitude combined with nourishing food, rest, and art-filled expertise in hosting personal retreats with myself and my wife, business partner, and author: Ronda LaRue, offers a unique and deeply rich passageway for gaining insight and the path forward.