Full Resource List
We take a "household CFO" approach, providing full-service financial planning and investment management with great services and ongoing support at 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 written by David, Alishia and other humans--not AI.
Below is our full list of resources. Click on the tags in each post to see more on that topic.
Should I Fear this Bear?
To be in a bear market means we’ve had a 20% drop in the market from the most recent high. Though it may not seem like it, bear markets happen all the time and one was frequently indicated due to the economic cycle and market valuations.
Bear Markets: History & Insights
Bear markets are part of the market lifecycle. Learn more about the history, implications and what to do as an investor.
What Not To Do in a Bear Market
As an investment manager, I watch the market every trading day, but I do so having spent a lot of time studying the history of stock markets. "The investor who is unaware of financial history is irretrievably handicapped.”