Author: Marie

Exit Left

It’s been a busy summer, and with it a lot of change. Modern Assets is exiting stage left, while I move on with a new firm, Aequitas Wealth Management, where I’ve found a home. What’s changed? A name and email address, a (stunning) new office, new software, and support...

Life Liquidity

In finance, liquidity is defined as the ease with which an asset or security can be easily bought or sold. Cash is super liquid, your house is a brick, literally. In life, liquidity is the ease with which you are able to live with freedom and autonomy over your...

Don’t Surround Yourself with Yourself.

  As many of you know, I had a first class seat on the epic meltdown of financial markets and mortgage markets specifically, in 2008 and 2009. I worked for arguably one of the best mortgage managers in the world, and witnessed the work of a steady hand in...

Comfort is not your Friend

Go backpacking, and the first thing you’ll ditch is comfort, because it will not get you to your destination. The best advice I have ever received is to get a pack smaller than you think you need, because you will inevitably fill it up with needless comforts that only...

Money is not money. Money is love.

  Our goals are almost never money-centric. They’re life-centric. If money was just money, you wouldn’t need much guidance. Spend less than you make. Save. Invest at a rate greater than inflation. Individuals and countries alike would be solvent, stable, and secure. Money is love. It’s our children’s inheritance,...