WELCOME TO THE

PERSONAL CFO

Let's talk about how to protect and invest your most valuable resources.

Your Money
Your Energy
Your Time

The CFO Signal

2 MIN

Why I started The CFO Signal

How did THE CFO SIGNAL start, and how can it help you?

8 MIN

Interview with Kyle Walters, The Personal CFO

I talk about my first lessons with money, and how I help clients today

4 MIN

Everything You Need To Know About Volatility, In Two Words

The Stock Market Is Like Vegas, Just Not The Way You Think

8000% Returns - How To Think About Cryptocurrency "Investing"

The Media Predicts 8000 For The SP500. Here's Why It Matters.

S&P Hits 4000! Now What??

A Hidden Investment Risk In Retirement: Sequence Of Returns

When you get your returns can be just as important as your rate of return. Watch the video to learn more

Losing Money In The Market - One Way and Two Reasons

How Do Rising Interest Rates Impact Your Portfolio?

Pennies and Steamrollers

SPACs - what are they, and should you invest in them?

SPACS - What are they, and should you invest in them?

How do you invest when the expected market return is 0%?

Let's Talk About Bitcoin

I have had multiple requests to put together my thoughts on bitcoin. What is it, and should we own it? I'm no expert in cryptocurrency, but I hope this high-level overview is helpful.

Can A Playground Toy Help Us Understand Risk?

How does the price you pay impact your future returns?

The CFO Signal - Do this one thing to improve your investment experience

While you can't choose your investment performance, you can choose your investment experience. Choose wisely.

The CFO Signal - What would you do with $600 Billion?

Congratulations! You just won the $600 Billion lottery! Now, how you would put your money to work can tell you what kind of investor you are.

Dow 30,000! Now What??

The Dow Jones Index reached 30,000 in late 2020. Friends and clients were asking "What should I do now?" I spend some time looking back to history as our guide.

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Change the way you think about finances.

You can stop worrying about your finances and start living your life.

Go from overwhelmed to informed, from a prayer to a plan, and from stuck to taking action.

Change the way you think about finances.

Let me show you how to stop worrying about finances and start living your life.

Go from overwhelmed to informed, from a prayer to a plan, and from stuck to taking action.

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HERE'S HOW TO START!

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Join The CFO Signal

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Step 3

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