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.
Beware of Precision Without Accuracy
Harry Markowitz brought us Modern Portfolio Theory (MPT) in the 1950s and this model became the standard used by Wall Street and DC regulators. Even today, nearly three quarters of a century later, you see MPT everywhere. What’s the problem? It’s beautifully precise, but still not accurate.