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Oliver Buchannon
Brad Porter

Founder & CEO of Formation. I write Cornerstone — clear thinking on complex wealth.

The AI-vs-advisor debate has it backwards

Jul 28, 2026

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4 min read

The AI-vs-advisor debate has it backwards

Brad Porter
Brad Porter
What your portfolio actually costs

Jul 13, 2026

•

4 min read

What your portfolio actually costs

A five-line method for your portfolio's all-in cost — and the tools that compute it for you.

Brad Porter
Brad Porter

Cornerstone

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Cornerstone

Clear thinking on complex wealth — for households with more than one custodian and more than one complication. A biweekly letter from the founder of Formation.

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