My Story
Jon here. I’m a financial advisor and CFP® professional with Core Planning. I run a small practice. I help clients build a roadmap for their financial goals and invest their portfolio accordingly.
I’ve been around the finance industry and markets for over two decades. This blog is a tool to push me to learn more. I use what I learn to help educate clients and guide them through important financial decisions.
If I can help you with financial planning or investment management, get in touch with me to learn more.
About Novel Investor
I started writing in 2010. The blog, at its core, focuses on compounding investing wisdom. For years, I’ve shared timeless wisdom from some of the greatest investors and financial writers to help improve investment decisions.
Broader investing wisdom can be found in the weekly blog posts. Topics range from market history to behavioral finance to timeless investment concepts.
More specific topics can be found in the Library. Members can find an extensive collection of resources on the investors and writers mentioned above with the best bits pulled out and organized by topic.
In the Books section, you’ll find my notes on a growing list of books organized by genre. Biography, Business, Finance, History, Science, and more are represented.
And if you’re a fan of quotes, check out the Quotes collection for over 1,000 great one-liners from the best investors and finance writers around.