This week, one of my favorite investment writers — Dan Bortolotti of Canadian Couch Potato — announced that he’s joining up with an advisory practice in Toronto to offer a flat-fee planning service to almost-DIY investors.
Interestingly, I can’t think of any other bloggers/writers who have made such a shift in the past, despite it seeming like a fairly natural transition. I wonder if we’ll see more of this sort of thing in the next few years.
Investing Articles
- 8 Mistakes That Even Sophisticated Investors Make With Their 401(k)s from Christine Benz
- Is it Worth Trading In Your Index Fund for a Cheaper Model? from Monevator
- The 4% Rule Is Not Safe in a Low-Yield World from Wade Pfau
- What’s Your Personal Retirement Number? from Steve Vernon
- 401(k) Mutual Funds: Mediocre from the Financial Security Project
- Want Lower Returns? Try Timing Industry Sectors from Rick Ferri
Other Money-Related Articles
- Are There Really Breakpoints with Term Life Insurance? from The White Coat Investor
- The 10 Commandments of Home Buying from Matthew Amster-Burton
- Education and Unemployment from Financial Ramblings
- The End of Estate (Tax) Planning? from Joe Taxpayer
- Beware Airline Fee Follies from Allan Roth
Thanks for reading!
Hi. I'm Mike Piper, the author of this blog. I'm a CPA and the author of several personal finance books. The point of this blog is to show that investing doesn't have to be complicated. 
Congrats to Dan! I think it’s a natural progression for some personal finance and investing bloggers/writers. Over time we pick up knowledge and passion and then want to use it. Seems like he found a good fit.
Michael,
Thanks as always! And I agree that it does seem like a somewhat natural transition for a popular personal finance blogger to shift into actual advising for actual clients. This will be an interesting trend to watch. Best, Wade
Something for Mike to think about as well.