I’m the Co-Chief Investment Officer at Plancorp, which manages over $4 billion for individuals, institutions, and retirement plans. I also serve in the same capacity for our digital platform called BrightPlan, which allows investors of any size to plan and save for all your life goals.
I play a key role in developing and communicating Plancorp and BrightPlan’s investment strategy. In addition, I make contributions to The Wall Street Journal and Forbes.
The purpose of this website is to share my perspectives on a wide range of personal finance and investment topics. It is also a one-stop-shop for archiving my media appearances, speaking engagements, videos, etc.
4 Reasons to Buy Bonds in 2017
Simplify the Game
Don’t Predict, Plan
Reverse Budgeting: Creating a Budget That Actually Works
4 Bad Reasons to Buy a Home
Spending Too Much? Here’s What to Do
Should You Invest in Bitcoin?
How to Deal With Lifestyle Creep
Invest or Pay Down Debt?
Active vs Passive: The Wrong Debate
Market Prediction is Harder Than You Think
Myopic Loss Aversion
Cash is King: 3 Ways to Manage it the Right Way