Straight to your inbox from Keith himself!

*Trusted by tens of thousands of savvy investors and traders around the world every day

☕ 3 wealth management strategies for now and beyond

Mar 06, 2026

Howdy! 👋

Futures are down again as the situation intensifies in Iran, the S&P turns negative for the year, and oil has topped $86 a barrel.

What’s an investor to do?

Three things.

1 – Focus on what you can control rather than worrying yourself silly about what you can’t

Many people feel helpless or somehow that they “can’t do this” or that everybody is making money except them.

Not true.

Believe it or not, there’s a lot you CAN do right now.

Examples include buying great companies that are being put on sale for reasons that have nothing to do with the business case that makes ‘em great investments, using the right tactics consistently to control risk and maximize profit potential, keeping emotion outta the equation, making sure your accounts are set to reinvest dividends and that you have your emergency savings account established and funded.

History shows very, very clearly that investing in optimism beats cowering in pessimism over time.

2 – Know what you own (because you may need to own it a while)

The overwhelming majority of people think they’re investing and that they have a plan but really what they’ve got is a “collection” of stocks or funds and investment ideas they’ve gathered over time from a variety of sources including the Internet, pundits, “crazy” Uncles, the family BBQ and so on. Bluntly, they’re ticker tourists.

The problem with this approach is obvious. They’ve deluded themselves into thinking they have a plan until times like the present prove they don’t.

Put it this way.

If you aren’t comfortable owning the stocks you do now 5 years from now, I submit you don't own the right stocks.

Better to be “long” (and own the right stocks) than wrong (because you don’t).

3 – Now is not the time to swing for the fences

Many aspiring investors want to be “right”, so they focus on the quick money because they think that’ll do the trick. And sometimes it might, to be fair.

The world’s most successful investors focus on being profitable even when they’re wrong.

Let that simmer for a moment.

Building real, sustainable wealth is about patient money which means that the smartest thing you can do is to buy great stocks or funds then leave your money alone for long periods of time.

Bluntly, the less you screw around with your portfolio, the better and more consistently it will perform over time if you’ve purchased truly great companies in the first place. And if you haven’t, well there’s always the Furus, Clickbait artists and YouTubers who will be glad to help.

You get what you pay for.

Owning stocks that’ll be there when you need ‘em can give you the confidence you need to stay invested even if everybody around you loses theirs and even if there’s more selling ahead.

Speaking of which…

I began my day early with the super-savvy Maria Bartiromo at 0610… 0310 my time. MUST.HAVE.COFFEE… ☕️ but I digress. 🤦‍

She wanted to know how I see oil playing out amidst rising intensity in the Middle East and what investing strategies are worth considering now. (Watch)

Meanwhile…

It’s easy to feel the weight of uncertainty right now, and I won’t hold it against you if you do; it’s not easy to watch the world tear itself apart.

So please keep an eye on your email if you’re an OBAer because the March issue drops later today.

I’ll be sharing a new recommendation that could be perfectly suited for current times and a look at Wall Street dogma that will undoubtedly raise more than a few eyebrows. I’m also revisiting two old faves and proven performers that are trading at levels I believe represent generational buying opportunities. And more – enjoy!