Financial planning insights

How I think about wealth, markets, and the decisions that matter.

Articles

How to build a financial plan that lets you stay calm when markets move.

The Bond Ballast: Time Is the Key Factor

Why bond managers look so disciplined has little to do with predicting rates.

Timing is the variable that tests even brilliant theses. Here’s what it means for your portfolio.

The Cost You Can’t See

I spent my career fighting for fractions of a basis point for institutions. Here’s what individuals are being charged.

In the Media

As published on FintechBloom.

Featured in USA Today.

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