Skip to content
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.
Set It. Forget It. Regret It.
Nearly $4.8 trillion — trillion, with a T — sits today in target date and retirement date funds. And a very great deal of it is misallocated.
Next step
Let's find out whether we're a fit
A short, no-obligation conversation about where you are and where you want to be.