About

Wealth planning does not have to be a chaotic, complex, and volatile process only for the smartest minds and most expensive computers in the world.

Anyone can and should start a financial plan. It’s never too late.

Hi! My name is Mike Hogan. I help investors (especially self-directed investors) become successful stewards of their own wealth. It’s what I do. My bio is here.

The best part is I will give you all the tools for free, which is pretty awesome! But, sometimes having someone offer a second opinion is totally worth it!

See my services page for more details.

Wealth planning the easy way

Get started building your future today

risk management strategies
Risk Management Specialists

The process and mechanics of investing, trading, and gambling all overlap.

All involve risk management, probability, randomness, risk of ruin, emotion, bias, and irrational human beings.

Honest wealth planning ensures you’re not gambling, but instead taking advantage of sound investing principles and managed risk.

Anything short of that is similar to going to a casino. It’s impulsive, emotional, and has a high probability of disaster.

If you want to gamble, go to a casino.

Active fund management leaves investor's seeking better alternatives
Learn how to minimize fees

High fees are good for banks, not you

Learn how to keep more of your money


There are two ways to conquer and enslave a nation. One is by the sword. The other is by debt.

John Adams

Earn your PhD in Economics in 30 minutes


Always sell your losing trades and bad ideas, and watch your winners turn into massive gains

Risk Management Tip

“The most important rule of trading is to play great defense, not great offense. Everyday I assume every position I have is wrong. I know where my stops are, and I do that so I can define my maximum drawdown. At the end of the day, the most important thing is how good you are at risk control.”

Paul Tudor Jones, CEO of Tudor Investments

Disclaimer: The content on this webpage is intended for informational and educational purposes only. No content on this webpage is intended as financial advice. The publisher of this website does not take any responsibility for possible financial consequences of any persons using the information in this educational content.

Invest at your own risk. Trade your own view. Do your own due diligence.