The purpose of this site and video blog is to bring the principles of Modern Portfolio Theory to the general public and provide practical tools and concepts that help investors make better financial decisions throughout their lives. The goal is to help individuals answer important questions about saving, investing, portfolio construction, diversification, risk, retirement, and financial independence—from how much to save and invest each month to choosing between stocks, bonds, ETFs, IRAs, and 401(k) plans. For investors approaching retirement it is important to understanding portfolio risk, and determining sustainable withdrawals. Ultimately, the site is designed to help investors understand their financial choices, construct and manage portfolios using a disciplined process, and develop a long-term strategy for building, protecting, and efficiently using their wealth.
