Blog

Here is a list of articles that our founder, Ryan Kelly, has written for personal finance blogs such as the White Coat Investor, Physician on Fire, and Humble Dollar.

Guest Blog Post for the White Coat Investor on steps to take to break up with your financial advisor.

Guest Blog Post for The White Coat Investor on 10 things I learned researching 53 investment advisory firms in Utah.

Guest Blog Post for HumbleDollar on life lessons learned from reading the World War 2 letters of my great-uncle, a pilot who died in the war.

Guest Blog Post for The White Coat Investor on the advice-only model.

Guest Blog Post for The Physician Philosopher on the fascinating history of the CGM Focus Fund.

Guest Blog Post for The Physician on Fire on why investors and investment professionals should avoid trying to time the market.

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