Hello, I'm John.

I am a CFP® professional. My work centers on investment management, estate planning, and helping families plan carefully for the long term.

I write to help raise general financial literacy. Money decisions are easier when the concepts behind them make sense, so I try to explain those concepts in plain language for a broad audience. I also comment on timely topics and market themes, and put them in context so the news is easier to sort from the noise. I write when I have something worth saying, and I try to keep it useful, honest about uncertainty, and free of hot tips.

What this site is, and is not

The writing here is educational. I will not recommend individual securities, and nothing on this site is personalized advice. The views are my own.