Wobegon Wealth Management
"Where all the portfolios are diversified, all the fees are low,
and all the returns are above average."
"Where all the portfolios are diversified, all the fees are low,
and all the returns are above average."
Everything you own, all in one place, like a well-organized pantry where you can actually find the canned tomatoes when you need them. Holdings, income, asset allocation—the whole picture, without having to call anyone or sit on hold listening to smooth jazz.
View Portfolio →The numbers, for those who like numbers. How we're doing compared to the S&P 500, which is the thing everyone compares themselves to, like keeping up with the Johnsons except the Johnsons are five hundred large American companies. We're doing fine. Not that we're bragging.
See Performance →Monthly letters about what's happening with your money, written the way your neighbor might write if your neighbor knew a thing or two about markets. The latest: On Squirrel Accounts, in which we discuss your million dollars tucked away in various trees around the yard.
Read the Letters →