About

Hi, I’m Matt and I love investing. I love all of it. Equity, debt, public markets, private assets, derivatives, real estate, alternative investments, ESG and impact, and so on. In fact, I spend most of my time managing investment portfolios for clients at Morling Financial Advisors

I enjoy helping my family, friends, and clients by answering their financial questions and providing advice, but I’ve also learned there’s a lot of bad information out there for the non-professional investor. Not only are there unscrupulous companies and salespeople pitching products, but now consumers have to beware of online resources and advice that is biased by sponsorship relationships, affiliate links, and advertising considerations. So I created this site as a free resource with no sponsored posts or content whatsoever, no affiliate links, and no advertising! Funding this site myself allows me to write freely and avoid conflicts of interest.

The mission of Thoughtful Finance is to provide unbiased financial education.

Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see my Disclosures & Disclaimers page for a full disclaimer.