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.
You've Changed, Bonds - Not Cool
If you checked your 401(k) statement for the last quarter, you lost money. (If you didn’t, I want to invest with you!) Even your usually boring and reliable bonds are down a lot. Worse, they are going down at the same time stocks are going down, another rare occurrence. There have been only three years since World War 2 when the 10-year treasury bond had bigger losses than the S&P500. What the hell, bonds? You changed. Not cool.