Full Resource List
We take a "household CFO" approach, providing full-service financial planning and investment management with great services and ongoing supportat a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer.
We write on practical, thoughtful, well-sourced topics that apply to our clients.
Below is our full list of resources. Click on the tags in each post to see more on that topic.
AI Will Change Everything. AI Stocks Won’t.
AI will be a transformative, revolutionary technology. Nonetheless, Americans are pessimistic about it and they’re not wrong. There’s every chance AI triggers human harm or does serious economic damage somewhere—whether through labor displacement, misinformation at scale, security failures, or just the gradual human consequences of a world where bureaucracy, surveillance, and automation get dramatically cheaper.