Independent advice, rigorous research, and plain-language education — for investors who want to understand what they own and why.
My work has three parts: advising a select group of families on everything from asset allocation to estate planning, publishing research for investors who think independently, and teaching personal finance and investing to whoever is willing to put in the work.
The common thread is honesty. No product to sell, no agenda to protect — just rigorous thinking and a long-term view.