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We help people make informed financial decisions.

Self direct your finances using our actionable financial research, or let our experts review your specific scenario and provide direct answers to your money questions.

Compare investing strategies.

Our renowned quantitative research measures actively-managed portfolios against passive index-fund investing.

Discover your edge with private, custom backtests.

Professional, confidential research to help validate your ideas and benchmark strategy performance.

Apply data-driven insights to options trading.

Research suggests quantitative strategies can outperform “market-agnostic” strategies with regard to total return, risk-adjusted return, and max drawdown.

Trading S&P 500 options using the s1 signal yielded 49% greater total return, 315% greater risk-adjusted return and 69% shallower max drawdown.

Trading Gold options using the s2 signal yielded 67% greater total return, 142% greater risk-adjusted return and 45% shallower max drawdown.

Trading Russell 2000 options using the s4 signal yielded 68% greater total return, 192% greater risk-adjusted return and 43% shallower max drawdown.

Consult with a financial data scientist.

Schedule a live conversation to review your trading strategies, provide optimization suggestions, interpret data, get a second opinion, or simply have an exploratory discussion.

Optimize your tax liabilities and retirement benefits.

Download easy-to-use spreadsheets that can help you identify, forecast and optimize sources of US tax liability, estimate Social Security benefits, and understand how benefits are impacted by early or delayed retirement, changes in earned-income, and more.

Team up with a with a money coach.

Accelerate your financial goals and achieve financial independence well before traditional retirement age. From optimizing debt payoff to finding meaning in early retirement, our money coaches, who have retired early, can help you achieve financial freedom.

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Schedule a consultation to review your specific scenario and get direct answers to your questions.