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Most DIY Investors Have a Portfolio. Almost none of them have a plan.
Start by answering these 7 questions
Oct 21
•
Roman Puglise, CFP®
2
Introducing ‘Your Family CFO’
Think like a CFO. Run your household like a company.
Oct 14
•
Roman Puglise, CFP®
5
1
Who Can You Trust?
Upholdings 3Q26 Letter
Oct 7
•
Robert Cantwell III
2
September 2026
The Quarter That Actually Moves Your Tax Bill
Five Q4 moves to execute before year-end
Sep 30
•
Roman Puglise, CFP®
4
The Plan is the Product
Why the portfolio is one of the last decisions, not the first
Sep 23
•
Roman Puglise, CFP®
2
The Roth Tools Every High Earner Should Be Using
The most powerful account, and three ways to get money into it.
Sep 16
•
Roman Puglise, CFP®
4
How to Turn Private School Tuition You're Already Paying Into a State Tax Deduction
The 529 pass-through that gets you money back on tuition
Sep 9
•
Roman Puglise, CFP®
2
1
The Puglise Family Order of Operations
4 household rules and what they taught me about building wealth before I understood a thing about money
Sep 2
•
Roman Puglise, CFP®
4
August 2026
The Account That's Actually Yours
The real skill isn't avoiding your brokerage account. It's knowing when to draw from it.
Aug 26
•
Roman Puglise, CFP®
3
What Makes a Portfolio "Good"?
It has almost nothing to do with what's in it
Aug 19
•
Roman Puglise, CFP®
4
Upholdings Mid-Quarter
Since the last public company earnings cycle, dispersion in the S&P 500 has been elevated.
Aug 13
•
Robert Cantwell III
The $100K Household, 20+ Years Later
What my parents built on one income in the early 2000s and what it actually costs to build the same thing today
Aug 12
•
Roman Puglise, CFP®
5
1
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