Hi! I'm David.
Every two weeks, I share my thoughts about investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm in my fifties and still trying to figure stuff out.
Beyond the Cove - Trust Matters, Macro Roundtable, and Nobody Knows
Welcome. 👋 Every two weeks, I share my writing on investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm still trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Beyond Returns My colleague Ken will retire in two weeks. When he does, I'll become the primary point of contact for more than 150 clients at Bath Saving Trust Company who have relied on Ken's guidance and counsel for...
Beyond the Cove - Deliberate Disconnect, Giving Advice, and Life Caddies
Welcome. 👋 Every two weeks, I share my writing on investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm still trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Deliberate Disconnect For years, I've maintained an ambivalent relationship with LinkedIn. It's the only social media platform I check with any regularity, and for good reason. At its best, LinkedIn has provided me with...
Beyond the Cove - Two Tests, Practical Advice, and Lovable
Welcome. 👋 Every two weeks, I share my writing on investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm still trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Two Tests After studying for more than a hundred hours over several months, I was finally ready to sit for the exam. I arrived at the testing center as planned, 45 minutes early. With the rain pounding the roof of the...
Beyond the Cove - Study Mode, Four Thoughts, and Cora
Welcome. 👋 Every two weeks, I share my writing on investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm still trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Study Mode It's 5:45 on a Sunday morning, and I'm staring at practice problems for the CAIA Level 2 exam. Again. The mock exam scores aren't where they need to be. I'm hovering around 60% when I should be hitting 70% to...
Beyond the Cove - Small Treaties, Talent Whisperer, and Rain Dances
Welcome. 👋 Every two weeks, I share my writing on investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm still trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Small Treaties In July 1944, 730 delegates from 44 countries assembled at the Mount Washington Hotel in Bretton Woods, New Hampshire. As World War II entered its final phase, the Allied powers gathered in a spirit of...
Beyond the Cove - Remembering Doug, Inner Strength, and Swedish Dynasty
Welcome. 👋 Every two weeks, I share my writing on investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm still trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Running with Doug Note: I first shared "Running with Doug" with Beyond the Cove readers in late January 2023. As I find myself missing my friend Doug, as I do every year when the Super Bowl rolls around, I thought I'd...
Beyond the Cove - Search Lessons, Alts Themes, and Fleeing Fires
Welcome. 👋 Every two weeks, I share my writing on investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm still trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Systems and Serendipity I approached my recent job search like any good former analyst would. Systems, spreadsheets, and carefully planned processes felt natural. After all, my previous career pivot two years ago had...
Beyond the Cove - Passive Trap, Freddie Outlook, and Couples Finances
Welcome. 👋 Every two weeks, I share my writing on investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm still trying to figure stuff out. And it's not too late to join a small group of readers who chose a single word or phrase as a theme for 2025. It's free and intended to be a fun way to keep each other accountable throughout the year. To register, click below and tell me your word or phrase. Count me in! Was this newsletter...
Beyond the Cove - Sustainable Planning, High P/Es, and A Few Billion Dollars
Welcome. 👋 Happy New Year in advance! Many thanks for your interest and support in 2024. I don't take your attention for granted. If you have a moment, please drop me a line to share what you like, ideas for essay topics to explore, or any suggestions to improve this newsletter. Every two weeks, I share my writing on investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm still trying to figure stuff out. Was this newsletter...
Beyond the Cove - Next Chapter, Whyte Reads, and Optimistic Humans
Welcome. 👋 Every two weeks, I share my writing on investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm still trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Next Chapter After more than twenty-five years in the world of institutional equities, I'm making what might seem like an unusual career move. I'm joining Bath Savings Trust Company (BSTC). At this investment firm,...
Every two weeks, I share my thoughts about investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm in my fifties and still trying to figure stuff out.