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
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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
Personal Finance
Chart Your Financial Course Like Lewis and Clark
By Shabrish Menon, Founder & Managing Principal of Finomenon Investments On a recent family trip to the Kite Festival at
August 26, 2024
Investments
401k Rollovers? We Have Got You Covered!
Managing personal finances can be tricky, especially when it comes to rolling over old 401(k) accounts. Many people overlook the
August 25, 2024
Personal Finance
Understanding Clients Equity Compensation
Understanding Equity Compensation: A Guide for Executives and Managers Equity compensation can be a powerful tool for wealth building, especially
August 23, 2024
Personal Finance
How to Lower Your Lifetime Tax Rate as a W-2 Employee
Reducing Your Lifetime Effective Tax Rate: 10 Strategies for W-2 Employees Maximizing your wealth as a W-2 employee involves strategically
August 22, 2024
Personal Finance
Client Obsession in Financial Advising
Client Obsession is the only way to build a long term business It is no coincidence that some of the
August 14, 2024
Personal Finance
Estate Planning Essentials: A Basic To Do Guide
Estate planning is more than just preparing for the future—it’s about ensuring your loved ones are protected and your wishes
June 5, 2024
Investments
Understanding the 4% Rule: A Simple Guide to Retirement Planning
Understanding the 4% Rule: A Simple Guide to Retirement Planning Retirement planning can feel overwhelming, but one principle stands out
May 27, 2024
Personal Finance
The Costs of Your 401(k) Fund Selection
Have you ever wondered who selects the funds in your 401(k) plan and why? It’s a common assumption that the
April 29, 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.
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The Hidden Risk of Employer Stock Concentration
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They’re Rich but Not Famous—and They’re Suddenly Everywhere
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