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“The high-quality content found in the Investment Strategy Report is amazing and blew my expectations out of the water.”
– Kyle S., Money for the Rest of Us Plus Member
Example Investment Strategy Report from August 2026
Made for You
By An Institutional Investor Who Managed Billions
I’m David Stein.
I write and speak on money, investing, and the economy, sharing my own words and insights, not AI’s.
I spent nine years as Chief Investment Strategist and Chief Portfolio Strategist at FEG Investment Advisors, a $15 billion institutional advisory firm where I advised and managed investments for endowments, foundations, and high-net-worth families.
For the past 12 years, I have done the same work in public through the Money for the Rest of Us podcast (over 25 million downloads), a McGraw-Hill book, and a membership community that has helped thousands of investors
I’ve strategized and invested through the Asian financial crisis, the dot-com bubble, the 2008 financial crisis and Great Recession, the 2020s’ COVID-19 pandemic and its subsequent market volatility, and every other economic moment that mattered between 1995 and today. The work you’ll see in Plus Membership is the same work I did for institutional clients, now built for serious individuals.
