Investing

A new way to give your grandchildren a head start

How the new Trump accounts work, and the free $1,000 for kids born 2025 through 2028

Jun 3

First-class inflation

A stamp went from 10 cents to 82. What 50 years of postage say about your retirement.

May 13

Your money is there to let you live your life

What the data says about today’s market volatility

Apr 29

Buy the haystack

Why owning the whole market beats chasing individual stocks

Apr 15

A guide to the best articles in the archive, organized by topic

Apr 10

What’s inside your portfolio

A simple breakdown of how a diversified portfolio actually works

Mar 4

What baseball can teach you about your money

Ignore the noise, trust the process

Feb 4

Recent client projects - December 2025

A glimpse into what I've been working on lately

Dec 3, 2025

Expectations vs. reality: why most advisor relationships fail (and how to fix yours)

How to start off on the right foot with a new advisor (or any service provider)

Nov 26, 2025

You are your own ChatGPT

The entirety of your life is a unique dataset that informs every decision

Nov 19, 2025

Beyond the portfolio: Why women need more than investment management

Investments are important, but they're just a part of your retirement planning

Nov 12, 2025

When more investments means less clarity

Keep things simple when it comes to your portfolio

Nov 5, 2025

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