Investments
Investment Performance and Tax Efficiency: Our North Star
When managing a portfolio, two key factors can significantly impact long-term wealth accumulation: investment performance and tax efficiency. To measure
October 25, 2024
Finance-Of-Menon
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Capital Market Observer
Why Real Estate Is Still America’s Favorite Investment
Every year, Gallup surveys Americans about what they believe is the best long-term investment. For more than a decade, one
October 20, 2024
Investments
Washington State’s Retirement: DCP, PERS 2, and PERS 3
We recently worked on a case where a Client had her retirement contributions in each of the above Washington state’s
October 5, 2024
Investments
The Sequence of Returns: Why It Matters More During Retirement?
When planning for retirement, many focus on chasing high returns, hoping their investments grow quickly and consistently. However, one often-overlooked
October 1, 2024
Personal Finance
Financial Advising: How to Find a True Ally?
When it comes to building wealth, the role of financial advisors is essential. After all, many of us are not
September 23, 2024
Personal Finance
Book Review: The Joys of Compounding by Gautam Baid
In The Joys of Compounding, Gautam Baid delivers an insightful exploration of long-term wealth creation through value investing. Drawing on
September 20, 2024
Investments
Smart Investing for Women
At Finomenon Investments, we understand that women have unique financial needs and opportunities. After all, we have learned by working
September 19, 2024
Capital Market Observer
Social Security in Retirement: Navigating a Path for Clients
The Social Security system, a cornerstone of America’s safety net, faces an imminent crisis. For decades, the system has operated
September 17, 2024
Investments
Introducing Finomenon Investments, A Fee Only Advisor
“Be stubborn with your vision but flexible with the details.” – Jeff Bezos When I moved to the U.S. seven
September 15, 2024
Investments
Finomenon Client Experience: Presenting Schwab Alliance
At Finomenon Investments, we believe that staying informed is key to successful financial management. To provide our clients with the
September 12, 2024
Investments
Sleep Adjusted Return – The Ultimate Investing Metric
In the world of investing, people often chase the highest returns, the next big trend, or the newest financial product.
September 11, 2024
Investments
Investment Tax Planning with Client CPAs
We believe that effective financial management requires a holistic approach, especially when it comes to taxes. At Finomenon Investments, we
September 6, 2024
Investments
An Investment Framework For Stock Selection
At Finomenon Investments, we believe in a disciplined approach to investing, that prioritizes quality, patience, and risk management. Drawing inspiration
September 5, 2024
Investments
Are Trusts Just Meant for the Wealthy?
Trusts: Not Just for the Wealthy – Why Everyone Should Consider One When you hear the word “trust,” what comes
September 3, 2024
Investments
Happy Birthday Warren Buffett: The Long Game in Investing
At Finomenon Investments, we follow the investment philosophy of Warren Buffett, one of the most successful investors in history. His
August 30, 2024
Shabrish Menon
Founder and CEO
Shabrish Menon loves finance and capital markets and shares deep insights that help clients make better and more informed decisions. Shabrish has built a reputation for delivering tailored financial advise that align with clients’ unique goals and risk profiles.
Latest Post
Roth Conversion in 2026: When Paying Taxes Today Makes Sense
February 28, 2026
Mega Backdoor Roth in 2026: How It Works and When It Makes Sense
February 22, 2026
When the Bond Market Starts Making Sense Again
January 7, 2026