My Allocatesmartly Tactical Asset Allocation: 2025 > 2026
Five years testing TAA models revealed the math isn't complex—discipline is. Learn how momentum scoring, regime detection, and tranching work with Optimum 3, All Weather Quad, and GTAA-3.
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Periodic Table of Data Movement Capability
Is Gold in a Bubble? A Practical Look at 2025’s Ratios and Realities
As I have written about before, I’ve been using AllocateSmartly since 2020 to manage a tactical asset allocation (TAA) portfolio built around momentum and trend-based models. Allocatesmartly was introduced to me by Todd Tressider and his coaching platform https://financialmentor.com. TAA is an unemotional system that rotates among
Global Coliving Directory
World-wide co-living list of accomodations for nomads and retirees
SWR — The Secret to Spending More in Retirement? Tactical Flexibility
I’ve been exploring the concept of a safe withdrawal rate (SWR), particularly after listening to a recent Financial Mentor community call where it was discussed. It’s something I’ve seen on AllocateSmartly, and there’s no shortage of blogs and forums talking about it — some helpful, some a
Beyond Fivetran: How to Cut Costs and Boost Efficiency
Beyond Fivetran: How to Cut Costs and Boost Efficiency. Put Your Data to Work! Reactor onboards your data – cleans it, well-defines it, and models it for generative AI, analytics, and activation
HELP! Solution Design
The SC/SA is a solution designer and an advocate for the client - there are two functions: Pre-sales and Post-sales. Typcially the Pre-sales roles are the Solutions Consultants and the Post-sales are Solution Architects. However, the architecture spans the entire customer lifecycle. The two roles can create some conflict
The Leaky Bucket: ARR(Truth) or NRR(Tell)?
I've just gone through a thought exercise based on some questions I get asked about Sales and Customer Success that I think you'll find relevant, especially if you're steering your software company towards that sweet spot of viral growth without becoming another SaaS cautionary
Why CDPs aren't Personalization Platforms
CDPs are not Personalization Platforms. Stop lying about it.
My Journey with Tactical Asset Allocation
Many people who know me know I am passionate about how money works. It's the oldest concept on the planet and one of the most complex man-made mechanisms. Many think of money simply: a transaction to buy or sell something, save and invest, or get paid for work.