We're not perfect

Even the experts have work to do, including us.

Hi. Heather here.

A safe way to kick off a brand-new newsletter would be to lead with our credentials. Between the two of us, we’ve got a handful of degrees and designations, two daughters, a wealth management firm, a book, a forthcoming book, a house, some newsletters, and a couple hundred thousand followers (mostly Doug’s). That’s all well and good for…