I’m a financial professional based in Portland, Oregon, that helps people obtain greater control over their finances.
The 60/40 Portfolio Is Not Dead, But It Needs A Serious Update
Building in more real asset and international diversification provides the best insurance against those tail scenarios while preserving participation in the base case.
The Multipolar World Is Creating Investment Opportunities Beyond The US-China Binary
Investors who access emerging markets through a broad index miss the dispersion that active country allocation can capture.
5 Semiconductor Stocks To Buy And 1 To Ignore
The AI boom is reshaping tech portfolios. Discover which semiconductor stocks are buys today and which you should ignore to protect your capital.
Infrastructure Is No Longer An Alternative Asset — It Is A Core Portfolio Allocation
The question is not whether infrastructure belongs in a portfolio — the theoretical case is strong — but how to access it in a way that fits the investor's specific constraints.
Earnings Growth Is Strong But The Market Is Already Pricing It
S&P 500 consensus earnings growth for 2026 is projected at 24%, driven by AI, strong profit margins, and consumer resilience, though market reaction hinges on meeting these high expectations.
Private Credit Has Grown Into A Major Asset Class — What Investors Need To Understand Before Allocating
Bloomberg's compilation of 2026 institutional outlooks specifically highlights private assets continuing their ascent as a consensus theme across major firms.
Think About Gold As A Portfolio Tool Rather Than A Prediction
Gold's sustained rally is fueled by strong central bank demand, particularly from emerging economies diversifying away from the dollar, alongside growing investor interest via ETFs.
5 Best Index Funds For Beginners
Ready to build long-term wealth without the stress of picking individual stocks? Explore this list of the best low-cost index funds built perfectly for beginner portfolios.
International Diversification Is Working Again — What Investors Should Do About It
For investors who have effectively become home-country biased through years of underweighting non-US assets, revisiting that allocation is now analytically justified rather than merely a diversification platitude.
The AI Capital Expenditure Cycle Has Not Peaked — And That Changes The Investment Calculus
New data signals confidence in the return profile of the spending cycle rather than speculative excess. The commitment horizon is measured in years, not quarters.