Money For the Rest of Us

Please attend our live webinar on portfolio construction and rebalancing scheduled for Thursday, April 30th, at 12PM Eastern, 9AM Pacific time. I will cover the five steps to constructing and rebalancing a portfolio. I will also answer your questions.
You can sign up for this special webinar at https://moneyfortherestofus.com/webinar/
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Why portfolio construction is messy, personal, and never perfect. We compare the pros and cons of several portfolio strategies, including target-date funds, risk parity, and role-based portfolios. We conclude with three AI-related fallacies that will help us better navigate the current moment.
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Live Portfolio Cohort - May 2026
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Show Notes
Money for the Rest of Us Live Portfolio Cohorts
Why Everything Suddenly Is ‘Perfect’ by Paula Marantz Cohen—The Wall Street Journal
Your Perfect Portfolio by Cullen Roche—Pan MacMillan
My Core Investment Values by Peter Lazaroff—Peter Lazaroff
Show Us Your Portfolio: Jared Dillian—Excess Returns: An Investing Podcast
The dystopian fantasy of uselessness by Stephen Cane—The Financial Times

Investments Mentioned
State Street Bridgewater All Weather ETF (ALLW)
RPAR Risk Parity ETF (RPAR)
AQR Multi-Asset Fund (AQRIX)
Related Episodes
491: The Five Layers of Investing
306: Three Approaches to Asset Allocation
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this mini episode, I share some examples of how I am using Claude Cowork and other tools to boost my productivity and build investment portfolio analysis tools. I also share more details on the live portfolio cohorts we will be holding next month.
You can learn more about our live portfolio cohorts here.
Show Notes
I Saw Something New in San Francisco - Ezra Klein - New York Times

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How the Iran conflict and other developments could lead to another major financial crisis. What is different today from 2008? Why trying to seed a revolution is so risky. And finally, what can we do to prepare ourselves for the next financial crisis?
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Live Portfolio Cohort - May 2026
Insiders Guide Email Newsletter
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Money for the Rest of Us Plus

Show Notes
Read Trump's full statement on Iran attacks—PBS News
I Predicted the 2008 Financial Crisis. What Is Coming May Be Worse. By Richard Bookstaber—The New York Times
The End of Theory: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction By Richard Bookstaber
The Poverty of Historicism By Karl Popper
Iran Is Trying to Defeat America in the Living Room By Karim Sadjadpour—The Atlantic
Iran war is the greatest threat to global energy ‘in history’, warns IEA By Malcom Moore—Financial Times
‘Once and for All’ Means Never By Thomas L. Friedman—The New York Times
AI Isn’t Coming for Everyone’s Job By Adam Ozimek—The Atlantic
Related Episodes
291: How To Survive the Coronavirus (COVID-19) Shutdown
377: What If It’s Different This Time?
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When is good enough actually good enough? AI is reshaping how I work and live. And a member with a portfolio that's beaten an all-in-one Vanguard LifeStrategy fund for ten years asks whether the complexity is worth it — or whether it's time to simplify.
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Insiders Guide Email Newsletter
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Our Premium Products
Asset Camp
Money for the Rest of Us Plus
Show Notes
The Upswing: How We Came Together a Century Ago and How We Can Do It Again by Robert Putnam—Simon &Schuster
An update on our model deprecation commitments for Claude Opus 3—Anthropic
Claude's Corner—Substack
Investments Mentioned
Vanguard LifeStrategy Growth Fund Investor (VASGX)
Related Episodes
542: Don’t Take Financial Advice from AI
491: The Five Layers of Investing
419: How to Make Portfolio and Asset Allocation Changes

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