Writing
Everything written here.
Six sections. Five work on the one argument the companies exist to make; the sixth has nothing to do with it.
Short pieces on the work. Nothing here is behind a form, nothing is gated, and nothing makes a claim about investment results.
The glossary covers the vocabulary separately.
89 pieces across six sections
Sections
17 pieces
Independence
Going independent, what it costs, and why it should not cost you the infrastructure.
16 pieces
Technology & AI
Where artificial intelligence helps an advisory firm, where it is oversold, and the test I hold my own company to.
18 pieces
Portfolios & risk
Systematic investing, The Three Risks — why one score cannot hold tolerance, capacity, and behavior — and what happens when a model changes.
18 pieces
Running the firm
Running a firm of five with the obligations of a firm of two hundred: the file, the pricing, the hires, and the client conversations.
12 pieces
Leadership
Building companies, leading people, and why the endurance-sport analogy is mostly overstated.
8 pieces
Co-parenting
Schedules, expenses, and the messages between two people who no longer agree — written for the year it is actually hard. Not legal advice, and nothing here is selling you the app.