Are Your Investments Actually Aligned with Your Goals – or Just “Fine”?
For many high-earning professionals, the investment portfolio is not exactly broken. It may even look pretty good. There are some mutual funds, a 401(k), maybe
Summer Newsletter 2026
In this newsletter, Dan shares pearls of wisdom about escaping the financial comparison trap and finding contentment. Jeff dives into five practical, clutter-clearing steps to
Rough Roads Ahead
For the first half of 2024, financial markets have been relatively calm and moving up. Interest rates were stable and inflation seemed to be getting
Summer Newsletter 2024
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Mike breaks
Spring Newsletter 2024
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Dan discusses
Cash is Paying 4% – Why Would I Invest Anywhere Else?
A silver lining to the rout in the financial markets in 2022 is that cash and cash-equivalents are actually paying decent interest. As I write