Hi. I'm David Stein

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.



J. David Stein

What I Did Before I Quit My Job and "Retired"

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.

What I Do For Fun

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.

Here is a list of books I have read over the past decade.

Ten Things You Might Not Know About Me

Here are ten things most people don’t know about me:

  1. My favorite places to visit are Japan, the Yucatan peninsula, and the Maine coast.
  2. I’ve flown close to two million miles, mostly next to a window in the exit row.
  3. I piled up at least a million of those miles while writing a novel over a four year stretch of time. I finished the book, but never published it, although it did teach me how to write.
  4. I applied and was rejected for law school at Harvard, Yale, Virginia and Michigan. I’m thankful now I was turned down as I would have hated being an attorney and had they accepted me I would have attended.
  5. I took a 33% pay cut when I took my first investment job. Later, when I was a managing partner I rewrote the compensation plan so future employees didn’t have to take 33% pay cuts when they joined our firm.
  6. I prefer vintage clothes to new ones and buy most of my clothes on eBay and in vintage stores.
  7. I’ve been a road biker since I was four and have  owned only five road bikes my entire life. My first bike was green with a banana seat. Then came 40-pound Sears Free Spirit, followed by a Raleigh steel frame, and a carbon fiber Trek 5200. My current bike is by Kelson.
  8. I used to be fluent in Spanish having lived several years in Mexico. Now I’m semi-fluent.
  9. When my three kids were younger, they each got to take a solo trip with me every year to a far-off U.S. city and occasionally overseas. Now we travel all together when we can.
  10. We live on an 80 acre farm in Teton Valley, Idaho during the summers. This winter we will be living in Mexico.

Contact Info

Here's how you can reach me:

J. David Stein
Darby Creek Advisors LLC
P.O. Box 397
Tetonia, ID 83452
P: (208) 557-9020
jd@jdavidstein.com
@jdstein
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