About

The Investor’s Bookshelf delivers a short personal finance-related quote, video or idea in your inbox every Tuesday and Thursday. Subscribe to receive my reading list of 10 favorite personal finance titles. You’ll also receive to the archives.

I’m a financial planner and founder of the wealth management firm Mayport.

I believe in an evidence-based approach to investing, that investors should work hard to control those factors that are predictable—including fees, expenses, commissions and taxes—and should not spend time trying to control factors that are outside their control. This includes the future direction of the economy, of the stock market or of individual stock prices.

I received my MBA from the MIT Sloan School and BA from Williams College. I am a CFA charterholder.

You can learn more about my investment philosophy on the Mayport blog and in podcast interviews with Morningstar’s The Long View, The White Coat Investor and SeekingAlpha. You can also find my writing on the personal finance website HumbleDollar.