A newsletter that cuts to the chase with actionable info—because time is precious

What’s the skinny about this newsletter?

A: Ideally you would be 20-70 years old, saving for your future or already in your future, and have some coin set aside for a rainy day. Your a DIY investor that likes to have control over your own money and investments, and like learning about the ins and outs of investing.

We do cover ideas around emergency savings excess and how to get money to work efficiently. Who wouldn’t benefit? If you need a budget because you spend more than you make, we ain’t the right fit. Sorry. Dave Ramsey is a decent avenue to get you on track to revisit us later.
A: Fairly simple, we give concise actionable items you can implement immediately that will better your situation. If you take 10 minutes out of your month to read the letter and another 15-20 minutes to implement the idea, game over. You win. Trust us, we won’t get into the weeds about the nuances of the market and trying to time things. These are the strategies that win consistently over time.
A: Years & Years & Years of conversations, thousands of appointments, and working personally with billions of dollars across 1,000's (literally) of hard-working millionaires.

These conversations, at times not knowing the answer to a complex situation, forced us to do intense research for the answer. We have decades of knowledge bottled up and waiting to be written down and passed along! Makes us exhausted just thinking about it. Bottomline, we have concluded that a newsletter would be the most pragmatic form to give top-notch information.
A: Once a month, within the first week of the month, you get a newsletter filled with actionable ideas.

We give a model portfolio for a range of investors spanning Conservative-Balanced-Aggressive.

We cover what happened in the markets as a recap and what we think could happen next.

We discuss a timely financial planning topic that will include tips, tricks, and money hacks.

A Q & A section, from you our readers.

Lastly, a speed round of completely worthless information in the world of F1 car racing, MLB, NHL, and other sports, or the lack thereof.

It is up to you on what to act on. We are not giving recommendations but rather bellwether ideas that work across a full business cycle which typically lasts 5-7 years.