Financial education and tools to help you make confident, informed decisions about your investments.
See What I Recommend →Practical financial education — no sales pitches, no conflicts of interest.
Understanding what your investments are actually doing — not just what your advisor's report says. I help you find tools that give you the real picture.
Most investors don't know what they're paying. I break down advisory fees, expense ratios, and hidden costs so you can decide if you're getting your money's worth.
Whether you manage your own money or use an advisor, I share frameworks and tools to evaluate whether your approach is actually working for your retirement goals.
Honest reviews and education you can actually use.
Most of us only see performance numbers from the same people managing our money. I found a service that uses institutional-grade standards to give you a truly independent look at how your investments are performing.
Tools & ReviewsThese aren't gotcha questions. They're basic accountability questions that any competent advisor should welcome. If yours gets defensive, that tells you something.
EducationYou keep hearing "just do it yourself" or "you need a professional." Here's how to evaluate which approach is genuinely working better for your specific situation.
Education