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.
The Best Everyday Miles Credit Cards, Explained
Trish, my late wife, and I traveled a lot with my girls after she was diagnosed with breast cancer in 2003. We didn’t always have enough money for travel. I got creative and started optimizing credit card points and harvesting miles, which comes naturally to a planner and finance nerd like me. The experience dividends have been priceless.