Commenting
As I watch what the investment industry is doing and saying, I try to weigh in where I have particular expertise. My blog here, and what I post on LinkedIn, are where you will find most of what I have to say.
If you agree or disagree with me, please fell free to comment on any article or post I write. One thing I am certain of in investing is a healthy debate makes us all better informed.
Book
Over the past year I have been working on a book that tries to integrate my thoughts across a wide range of topics - particularly where I see investors lack a cohesive explanation for things that are essential to understand to invest right.
It's coming along, and I hope to publish it this fall. Add yourself to the mailing list to get notified when that happens.
Software
The largest product I have been working on is developing a web-based software tool that lets both individuals and advisors analyze a lifetime savings, investment and spending plan. It can be used for a quick "check-up" or for a more detailed and elaborate planning effort.
The software effort grew out of the book I am writing. What I found was that there were a great many ideas or concepts that I wanted the right graph for to convey a lot of information simply. But, I found, these graphics were impossible to do with just a spreadsheet.
The software tool crosses that chasm, allowing users to input basic data and get powerful insights. I guarantee that you will get insights that shock you when it gets released.
I am hoping to release it in the fall as well. Again, sign up for the mailing list to get notified when it comes out.
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You'll be notified of new posts, as well as any information on the book and software I am working on.