Investing | Economics | Wealth Management
Financial Education
What We Do
For long-term DIY investors, this platform provides real guidance to build and manage your own portfolio, select the right ETFs or mutual funds, and connect smart investing decisions to bigger financial goals — like saving for retirement, buying a home, or funding future milestones. It’s for people who want to stay informed, make disciplined choices, and align their investments with a practical plan for growing True Wealth over time.
Our Purpose
We exist to deliver conflict-free, professional education to millions who want smart, objective guidance but don’t have a trusted adviser. Our mission is to democratize proven investing and wealth strategies once reserved for the wealthy — always putting your interests first.
Led by a CFA charterholder and Marine Corps veteran with experience in institutional investing, asset allocation, macro research, and risk management.
Navigating Economic Shifts
A clear view on the greenback remains our macro “north star,” guiding expectations across asset classes. As the world’s main reserve currency, the dollar drives trade, debt, and investment; when it strengthens, equities, fixed income, and real assets face headwinds, and when it weakens they gain support.
We apply this macro perspective to help households grow wealth amid shifting currency dynamics. Tracking the dollar’s path and macroeconomic currents keeps us disciplined through market cycles and clarifies how each asset class may react.
