When I was in graduate school for my MBA, I took an entire elective class on bonds. While my transcript tells me that I got an A in the class, I think I promptly erased all memory of the content or knowledge from my mind the moment I left it, only to recover said memories a year or so later …
There is no Comparison – The Four-Box Matrix
In the 1952 paper “Portfolio Selection” by Harry Markowitz, a paper that has since been cited 70,870 times in financial academic literature, the concept of “Modern Portfolio Theory” was born. The basic idea, which has guided our understanding of portfolios for the past seventy-plus years, is that portfolios should be constructed based on the average returns and variance of portfolios’ …
Welcoming & Introducing Noa Gold
We’re excited to announce and welcome the arrival of Noa Gold to our team at MY Wealth Planners®! Noa Gold joined the MY Wealth Planners® team in June 2026 as a Wealth Planning Analyst, where he is training to become a wealth planner and is currently pursuing his CFP® Certification. In this role, he works closely with the rest of …
What We Value
Around this time last year, MY Wealth Planners® went through a serious review of its mission, vision, and values. In the prior year, we’d gone through the process of becoming a Certified B Corp, and a year on, we’d made the decision to fully adopt the Entrepreneurial Operating System (“EOS”). A major part of EOS is that you build a …