Travis G's Blog

Travis G's Blog

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Latest — 13 Oct 2025

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. It’s an unemotional system that rotates among asset classes depending on what’s working — stocks, bonds, commodities, or cash. Over time, it’

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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.

How not to get a job!

Let's talk about revenue and growth models just a little bit. How does ISV interact with the large companies in their ecosystems and build revenue streams?

Crafting the Future: CRM/CDP Strategies for 2024

Introduction Integrating Customer Relationship Management (CRM) and Customer Data Platforms (CDP) represents a pivotal evolution in how businesses approach customer engagement and data management. As we move into 2024, it becomes important to revisit and build upon the core concepts of CRM/CDP integration, setting the stage for an era