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.
ID Theft: Rarely a Financial Risk, Always a Headache (plus, my digital safety recommendations)
Cybersecurity issues cost our global economy trillions of dollars. The majority of the costs are borne directly by government and businesses, but redistributed broadly in the form of higher prices and taxes. The costs are not all economic. Digital safety is critical in so many privacy concerns, civil rights issues and important debates about surveillance and freedom.