I teach people about money, how it works, how to invest it and how to live without worrying about it.
Through stories, analogies and easy to understand examples, I give individuals the tools and confidence they need to navigate an increasingly complex and unpredictable investing landscape.
With over 25,000 listens per episode, Money For the Rest of Us is my primary platform for teaching thousands of individuals about money, investing and the economy. The show has been featured in Business Insider, Forbes, and U.S. News & World Report.
I also assist hundreds of individual investors improve their portfolio performance by providing asset allocation and investment guidance via the Money For the Rest of Us Hub, a premium multimedia investment education platform.
For close to two decades I advised and managed assets for institutions and financial planners. I was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm, where I co-headed the 21-person research group.
I co-founded the firm’s $2.2 billion asset management division where I developed its investment philosophy and process and was the lead portfolio manager.
I perfected my teaching style as an investment consultant to numerous not-for-profit institutions where I assisted the board and staff in overseeing billions of dollars in endowment assets.
My former institutional clients include The Texas A&M University System, the University of Puget Sound, and the Sierra Club Foundation.
When I’m not speaking or writing on the economy and investing, you can find me fly fishing the trout streams of Idaho, traveling the globe with my family (most recently in Cuba) or relaxing with a classic work of fiction or non-fiction.
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J. David Stein