J. David Stein used to manage billions of dollars.
As the Chief Investment Strategist at Fund Evaluation Group, LLC, a $33 billon investment advisory firm, Stein developed the group’s investment philosophy and process.
He guided investments for major universities and nonprofits, including the Texas A&M University System and the Sierra Club.
He retired at age 46.
Now that he’s retired, he faces a different challenge: How should he invest his own money?
What investing philosophy should he follow in his own life?
And what can we learn from that?