The Lone Star Perspective by Matt Magee at mForce Capital If you want to see a world-class logic error, look at how the most successful people in America handle their kids. These are people who built empires by delegating, mentoring, and allowing their VPs to make expensive mistakes. Yet, when it comes to their own families, they try to do something even more impossible: They try to run the family from the grave. They hire lawyers to build "Dead Hand Control." It’s a 100-page legal document,...
25 days ago • 2 min read
The Lone Star Perspective by Matt Magee at mForce Capital I have the pleasure of working with a diverse client base. Some are business owners or corporate executives clearing over $1 million annually. On paper, they've won. It's usually around the time they retire or sell a business. Something along these lines is said. "I have everything I thought I wanted. So why do I still feel like this?" Here's what I've learned: Your biggest financial obstacle isn't in your portfolio. It's in your head....
about 1 month ago • 3 min read
The Lone Star Perspective by Matt Magee at mForce Capital Treasury 101: Why the “Plumbing” of Global Finance is Changing We often talk about the U.S. Treasury market as the "bedrock" of the financial world. It is the gold standard for safety. But even a bedrock can shift. Recent data from Apollo Global Management highlights some massive changes in how the U.S. government borrows money and, more importantly, who is lending it to them. Here is a breakdown of what’s happening in "plain English"...
about 2 months ago • 4 min read
The Lone Star Perspective by Matt Magee at mForce Capital The Van-Dweller’s Edge Amity Warme is one of the most accomplished big-wall climbers in the world. She lives in a van. Tacked to the wall of that van is a scrap of paper with five words that carry more weight than any financial plan: “Do my choices support my goals?” It’s a deceptively simple question. It’s also the one most people, myself included, fail to answer honestly every single day. In the world of finance, we love to bury the...
2 months ago • 2 min read
The Lone Star Perspective by Matt Magee at mForce Capital Starting the year with a positive story. If you are anything like me, you see business headlines all day, and they never strike a chord. Similar to OpenAI raising another mega round from investors, or Vista Bank being sold for around $370 million. It's often like Wow, those numbers are huge and life-changing for a few people. But the story of Fibrebond provides a different blueprint. The founder shared 17% of the sale proceeds with the...
3 months ago • 2 min read
The Lucid Investor Newsletter by Matt Magee at mForce Capital The AJ Brown Counterexample: Complete Financial Control Recently, we analyzed the financial trajectory of Odell Beckham Jr. and the challenges that often accompany high-profile wealth. This week, we look at the other side of the coin: AJ Brown. Despite securing a contract valued at over $100 million, the star wide receiver operates with a level of fiscal restraint rarely seen in professional sports. He famously lives well below his...
3 months ago • 2 min read
The Lucid Investor Newsletter by Matt Magee at mForce Capital You might have seen this, but posts like this always catch my attention. Odell Beckham, the football player, is struggling with his finances even after making $100 million. The breakdown below is great. That $56 million is $11.2 million annually over 5 years. That is $933,333 monthly, after taxes. There is not a single person on this email or reading online who cannot make that work. Athletes and Assets does make a great...
4 months ago • 2 min read
The Lucid Investor Newsletter by Matt Magee at mForce Capital For those paying attention this morning, yes, I did change the name. Let me know if you love it or hate it. As I near the 20th one of these emails, I feel like I am finding my stride. I enjoy providing clarity around markets, the psychology of money, financial mistakes, life, and health. My goal here is to help provide clarity and simplicity in our lives through better decisions (usually financially but not always). If you know...
4 months ago • 1 min read
Paper Gains Newsletter by Matt Magee at mForce Capital For those of you who have not seen this. Kyle Busch, the NASCAR driver, got scammed through an expensive Indexed Universal Life policy. As financial advisors, we see these fairly often, depending on who you work with. While they can be highly effective tools for estate planning and retirement planning, they can be very costly if used incorrectly. I once saw a client buy into one of these policies that had no clear reason to have it. The...
5 months ago • 1 min read