A Wealth of Wisdom
Jeovany Zelaya, CFA, CFPI'm the Head of Investments at Ludacka Wealth Partners. I write about the markets, financial planning, and the power of compounding. +++Opinions are my own. Not investment advice. Do your own research.+++
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 375 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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awealthofwisdom.substack.comLatest Issues
Wisdom from Ego is the Enemy
Source: AI image. OpenAI.
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I had an ego.
Sometimes it comes back to visit.
I’d like to think I’m more self-aware now than I was a couple of decades ago.
Before, I thought ego was just confidence.
But ego is a dark cloud...
Too Much of a Good Thing
Source: AI image. OpenAI.
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In the first six months of this year, there was a fund that returned over 400%.1
That’s what they call in the fishing world a “good catch.”
Then, in July, it lost about 67%.1
I read this story...
Compounding Wisdom: Private Markets, Evergreen Funds, and the Future of Investing with Bob Long
Private Markets, Evergreen Funds, and the Future of Investing with Bob Long
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In this episode of Compounding Wisdom, Bob Long, founder and CEO of StepStone Private Wealth, shares his perspective on private markets, culture, an...
Wait. Then Wait Again.
Source: Ai image. OpenAI.
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Have you ever wanted something, and then started seeing it everywhere?
Maybe it was a car we wanted, and now we see it at every stoplight.
Or maybe it’s Ranch Dressing.
Foreigners who came to w...
The Value of a Financial Advisor (2026 Edition)
A few years ago, I was in an Uber. The driver was chatty.
When they realized what I did for a living, they told me that 30 years ago when they tried to buy a stock they had to call a broker.
There was friction in that transaction.
The ro...
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Authors
The writers behind this newsletter.
I’m Jeo. I write about markets, financial planning, and the occasional book review plus a few stories on family, life, and faith. I manage portfolios for institutions and families at Ludacka Wealth Partners. Opinions are my own, not advice.
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