What, exactly, is an engineer-turned-corporate finance executive doing in the world of personal finance? I’d say - exactly what a lifetime of education and experience has prepared him to! Let me add a little background for those who don’t know me. I am an industrial engineer, who got an MBA, and then spent more than fifteen years as an executive in corporate finance. I learned from some of the best, building and developing world-class teams and processes for large companies.

If our entire approach to investments were to be distilled into one term, it would be “evidence-based planning and investing” . We are neither the first to this idea, nor are we unique. To offer our clients the best chance of long-term success, we stick to methods and strategies that have been proven successful through robust, long-term studies . Here are a few important pillars of our evidence-based planning and investing philosophy. To succeed, make a plan “If you don't des

For my first topical post, I decided to tackle the hottest topic of our time. The question comes up often in my work. And why not? Having seen an immense Fed-fueled boom, home prices are searing hot . The 2007-08 housing bust seems a distant memory. Anyone with a home and a phone is getting spammed from call centers India and the Philippines offering to buy property. Our neighbors have all added a bedroom or two so they can enjoy a separate home-office. Stories of soaring re