Long-term index investing, explained simply.
If you are 40+ and you want a clear plan (without stock-picking), I am building a simple, high-touch service focused on low-cost index funds and consistent habits.
Status: I am currently studying for the Series 65 and exploring affiliation with a registered investment adviser (RIA). Until that is in place, I am not providing investment advisory services.
If you want to be first in line when I open a small pilot, email me. I will reply with a short set of questions and next steps.
Who this is for
- You have steady income but you want a simpler investing plan
- You prefer a long-term approach (not trading)
- You want accountability and clear next steps
What I am building (simple, human-first)
- A quick intake to understand goals and timeline
- A basic risk profile (how much market ups/downs you can realistically tolerate)
- A straightforward index approach (diversified, long-term, rules-based)
- Automation: invest monthly without thinking about it
- Check-ins to keep the plan on track
What I do not do
- No day trading
- No hype, no promises, no “guaranteed” returns
- No custody of your money (your funds stay in your own account)
How I use AI (without the hype)
I use AI tools to speed up onboarding, summarize goals, and explain tradeoffs in plain English. AI is used as decision support – it does not “predict markets,” and final decisions are made by people.
A quick note on risk
All investing involves risk. Even diversified index funds can decline in value. Nothing on this site is a promise or guarantee.
Contact: adamqureshi@gmail.com
If you are a friend or family member: include “F&F” in the subject line.