5 Essential Estate Planning Documents

5 Essential Estate Planning Documents

Today marks the beginning of National Estate Planning Awareness Week, which was created to help the public better understand this important area of financial wellness. Estate planning is a little different for everyone. While you are alive, the estate planning...
Active vs. Passive: The Wrong Debate

Active vs. Passive: The Wrong Debate

Are you an active or passive investor? This question gained prevalence in the last decade among investors and frequently invokes furious debate among financial professionals. The S&P Indices Versus Active (SPIVA) Scorecard serves as a de facto measure of who’s...
Spending Too Much? Here’s What to Do

Spending Too Much? Here’s What to Do

What do you think is the most common problem people have in the process of building wealth? It’s nothing complicated, like developing an investment plan or determining the most tax efficient strategies to use in retirement (although knowing what you’re doing in both...
How to Set Up Your Emergency Fund

How to Set Up Your Emergency Fund

Your emergency fund can help you cover the cost of life’s unpleasant surprises like medical bills, car repairs, or even job loss. Without one, these unfortunate situations become even worse, as you could face some tough decisions when things don’t go according to...
The Market is Greater Than the Sum of Its Parts

The Market is Greater Than the Sum of Its Parts

My exploration of complex adaptive systems started with Per Bak’s infamous sandpile experiment, which captures all the essential characteristics of a complex adaptive system. With the sandpile example, we saw that you couldn’t only consider the individual grains of...
Subscribe To My Email List

Subscribe To My Email List

Sign up for my email list and I’ll teach you everything I know about making smart money decisions.

You have Successfully Subscribed!

Download the Goal Planning Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Download the Net Worth Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Download the Cash Flow Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Download the How to Interview a Financial Advisor Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Download the Rent vs. Buy Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Get On The List

Sign up for my email list to get practical insights on how to manage your money and investments in unpredictable times. 

You have Successfully Subscribed!

Make Smart Choices With Your Money

Get bi-weekly tips on how to be a disciplined investor, proactive in your finances, and protect your wealth.

You have successfully subscribed!

GOOD THINGS

... come to those who sign up for my bi-weekly newsletter.

New content, my weekly reading links, and more.

You have Successfully Subscribed!

Want to see how I invest?

Get a detailed look at how a CIO of $7 billion dollars manages his own assets, portfolio structure, and deploys extra cash.

Success, check your email for the download!

Get A Behind The Scenes

Tour of My Finances

Get a detailed look at how a CIO of $6 billion dollars manages his own assets, portfolio structure, and deploys extra cash.

You have Successfully Subscribed!

Cover Image - How I Invest

Download Now:

How I Invest

Get a detailed walkthrough of my finances, portfolio, and assets.

Please check your inbox shortly!