News

In Memoriam

For those of you who were regular followers of this blog, it is my sad duty to inform you that Dave Balhiser passed away in January of 2016. As his wife, I know he loved writing this blog and he often had me read and edit the posts to make sure they were well-written and easily understood (I was the litmus test. If I could understand it, then so could his target audience).

I don’t plan to blog on this site myself, but I will keep the site up for now as a memorial to my husband and his brilliant financial mind.

I am also taking over his portfolio-optimization business. I have rebranded it as Balhiser Financial, LLC, and hope to finally bring his software to market sometime in 2017.

Thank you to all his loyal followers. I know he appreciated each and every one of your comments over the years.

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