Notes on tax and investing
Plain-language writing on the decisions that actually move the needle: how taxes interact with your portfolio, when you can realistically retire, and what the evidence says about long-term investing.
Articles
First article coming soon
We're putting together plain-language writing on tax, retirement and investing. In the meantime, the fastest way to get a question answered is to just ask.
One Year In
Today marks one year since I left my firm of nearly twenty years to begin Meta Wealth Advisory. It’s the kind of journey no one can truly plan for in advance — and the kind I wouldn’t trade for anything.
January 2026 Semi-Annual Letter to Clients
Welcome to 2026! I’m delighted to share Meta Wealth Advisory’s inaugural insight essay.
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Let's find out whether we're a fit
A short, no-obligation conversation about where you are and where you want to be.