About Cullen Roche

Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds. Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances. He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.

Is the S&P 500 Broken?

By |2023-11-21T18:54:22-05:00November 21st, 2023|Discipline Alerts|

One of the big stories of the year has been the lack of breadth in the performance of the US stock market. The so-called "magnificent 7" of Microsoft, Amazon, Apple, Google, Meta, Tesla and Nvidia [...]

Strategic Update – Q4 2023

By |2023-11-09T03:06:02-05:00November 9th, 2023|Discipline Alerts|

Here's our latest strategic update given recent changes for Q4 and beyond. To learn more about our investment management service please contact us here. Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year [...]

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