Archive - Casey Schorr

I know our net worth, but not what our life costs

I spent years trying to get the portfolio right without knowing how much we were spending.

Sep 9 • Casey Schorr

June 2026

Sequence of returns risk

Once a portfolio is funding life, the order of returns can matter as much as the returns themselves.

Jun 16 • Casey Schorr

Why I built a risk parity portfolio after selling my business

The standard answer protected the money but not the life the exit was supposed to make possible.

Jun 4 • Casey Schorr

May 2026

Risk parity asks whether a portfolio is balanced by the risks it carries, not just by the dollars it holds.

May 28 • Casey Schorr

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts