Perimeter DeskPerimeter People / Host, Money for the Rest of Us; former investment strategist
David Stein created Money for the Rest of Us to help individuals understand investing and manage their own portfolios. He previously served as chief investment strategist and chief portfolio strategist at FEG Investment Advisors, where he co-led research and helped build an asset management division. His current educational work draws on that institutional experience to explain investment decisions and retirement planning.
Alerts match this name in new titles and public descriptions from connected feeds. Source checks and alerts run when you open or refresh your Desk.
From connected public feeds
Loading collected reading…
Education · Money for the Rest of Us
Former investment strategist David Stein explains portfolios, asset classes and economic developments in focused lessons for individuals who want to understand and manage their own investments.
Best forSelf-directed investors who know the basics and want clearer explanations of portfolio choices, unfamiliar asset classes and the economic forces affecting long-term plans.
Sources & further reading
Profile checked September 18, 2026. Editorial notes are Perimeter’s interpretation.