Learn

If you'd like to learn more about my approach to financial planning and investment management, I recommend reviewing these informational pages.

What is it like to work with Seagrass Financial?

Have you planned for the future of your dependents?

Education

If You Can

by William Bernstein. It is a short (15-page) paper targeted at millennials, but the basic concepts and message are applicable to just about anyone.

The Four Pillars of Investing

by William Bernstein (one of my favorite financial authors). A great introduction to market history, investing, and other financial planning topics.

All About Asset Allocation

by Richard Ferri. Clear and readable introduction to investing.

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