Learn to invest with greater clarity, confidence, and self-trust.
For many of us, there comes a moment when we begin to think more deeply about investing.
Maybe you’ve recently received an inheritance.
Maybe you’re going through a divorce.
Or maybe your children are getting older and you finally have a little more headspace to think about your money.
At this juncture, the world usually gives us a few options:
Option 1: Hire a financial advisor and let them deal with your money.
Option 2: Buy a passive, low-cost index fund, like an S&P 500 fund, and hold on for the ride.
Option 3: Read some books and try to piece everything together on your own.
These are all perfectly reasonable approaches.
But if you're someone who wants to learn and understand things more deeply, it can be hard to know where to turn.
What if you have questions like:
How do you invest in individual stocks without becoming a Robinhood day-trader?
What happens if there’s another big market crash—like there was in 2008?
They say you can’t time the market, but how are you supposed to know when to buy and sell?
Hiking in Moab, photo by Nat Hagood
You’re not alone in wondering.
This membership offers a place to learn about investing by watching me handle my own money in real time. You get to see it all transparently—the good, the bad, and, yes, the ugly.
Investing is a skill, and I think that one of the best ways to learn it is to work alongside someone who does it day-in and day-out. I’ve been fortunate to have some powerful mentors along the way, and I hope to be a resource to others.
Inside the Newsletter
As a member, here's how it works and what you receive:
Live trade alerts. Every time I buy or sell something inside my account, I send out a short note explaining what I bought or sold and why, so that you can decide whether you want to buy it in your own account. You can check out a sample alert here.
Friday Recaps. Every Friday, I send out a summary of any trades I placed that week, a snapshot of my current investments, and some thoughts on the market mood. You can check out a sample Friday Recap here.
Support. I encourage members to reach out with questions as they come up along the way. I firmly believe that questions help us grow and learn together.
This may be a good fit if…
You have money in a 401(k), IRA, or brokerage account but you want to take a more active role in managing that money.
You have saved responsibly but sometimes feel afraid that you’re behind or that you should understand more than you do.
You have a financial advisor but you want to show up to those meetings with proactive questions.
You want to invest in individual stocks—companies that you know and love—but you don’t want to research every stock from scratch.
You want to invest, but you keep waiting because you’re terrified that the market is going to crash.
This may not be a good fit if…
You want a full-service financial advisor to handle your investments for you or provide holistic financial planning.
Your days are jam-packed with meetings, travel or other commitments, and it will be difficult for you to place a trade during traditional business hours.
You’re happy owning passive index funds and aren’t really interested in trading or other aspects of investing.
You’re going to be devastated or angry if you lose money on a trade—some of my trades work, and some simply don’t.
You’re having trouble keeping up with daily living expenses or you need to pay down big credit card debt or build emergency savings. Those needs are important and should absolutely come before paying for an investment membership.