I write Investment Insights on Substack — principle-based investing education for self-directed investors. I've been reading your work and think our audiences would benefit from discovering each other. Would you be open to a mutual recommendation? I’m an independent investment analyst and CFA charterholder with over 40 years of experience analyzing stocks, mutual funds, ETFs, building portfolios, and helping investors navigate markets with discipline and clarity. I previously served as Chief Market Strategist and Director of Manager Research at major firms, where I led work on fund selection, asset allocation, and investor communication. I have taught the retirement planning section of the Chartered Financial Planning designation to financial advisors at the University of Missouri-St. Louis. I have also authored the book, Principle-Based Investing. Thanks for considering this and keep up the great work!
I write Investment Insights on Substack — principle-based investing education for self-directed investors. I've been reading your work and think our audiences would benefit from discovering each other. Would you be open to a mutual recommendation? I’m an independent investment analyst and CFA charterholder with over 40 years of experience analyzing stocks, mutual funds, ETFs, building portfolios, and helping investors navigate markets with discipline and clarity. I previously served as Chief Market Strategist and Director of Manager Research at major firms, where I led work on fund selection, asset allocation, and investor communication. I have taught the retirement planning section of the Chartered Financial Planning designation to financial advisors at the University of Missouri-St. Louis. I have also authored the book, Principle-Based Investing. Thanks for considering this and keep up the great work!