About Forge Investment Group
We believe Financial Literacy is a right, not a privilege
The Problem
Most people don't avoid investing because they're not smart enough. They avoid it because no one ever explained it clearly.
The financial industry has a long history of making simple concepts feel impossibly complex — and that complexity serves a purpose. Confusion keeps people dependent on advisors, products, and services they often don't need.
Forge was built as a direct response to that.
What We Do
On a weekly basis, Forge Investment Group publishes one newsletter issue focused on a single financial concept — explained from the ground up, in plain English, with no assumptions about what you already know.
We don't predict markets. We don't recommend specific investments. We don't have a product to sell you.
What we do is take the concepts that institutional investors, analysts, and finance professionals use every day — and make them accessible to everyone else.
How We Do It
Forge draws on over $900 million in real-world transaction experience across real estate, capital markets, and asset management. The concepts we explain aren't pulled from textbooks — they're drawn from actual deal rooms, investment committees, and market cycles.
That background shapes everything about how we write: we know what actually matters in practice, what gets overcomplicated for no reason, and what questions people are afraid to ask.
What We Aren’t
We are not a fund. We do not manage outside capital. We do not provide personalized financial advice.
Forge is purely an educational platform — think of it as a knowledgeable friend who happens to have spent years in finance, writing you a letter every week.
Ready to Get Started?
New issues go out weekly. Free to subscribe, easy to unsubscribe, and genuinely useful from the first issue.