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 Biggest Nonprofit on Wall Street
Jack Bogle, the founder of Vanguard Group, gave retail investors a big advantage by offering inexpensive index funds from a company that uses its profits to reduce investor fees. Vanguard helped lower fees for everyone, not just Vanguard investors, by creating quality, low-cost mutual fund products with which other firms had to compete. Vanguards impact continues to be enormous, and it has a very devoted community of followers called “Bogleheads”.