Education
Understanding what you are doing and why is the key to a successful investment experience and why investor education is such a major emphasis for our firm. The sheer volume of financial information can overwhelm investors. For example, a simple Google search of “investing” yields more than 165 million results.
“An investment in knowledge pays the best interest.”
– Benjamin Franklin
Our aim is to simplify the investing process to focus on the things that really matter. After devising a prudent financial plan and building diversified portfolios based on financial science, we shift our focus to on-going education to keep you disciplined and on track for the long term.
To see where you stand, take The Investor Quiz.
If you’d like to learn more or read/listen to more financial material, the follow recommendations tend to be consistently good.
People to Follow
Writings by Jason Zweig in the Wall Street Journal
Investor Coaching Show Radio Podcasts by Paul Winkler
Articles/Posts by Dan Solin in the Huffington Post
Recommended Financial Books
The One-Page Financial Plan: A Simple Way to Be Smart About Your Money
by Carl Richards
The Behavior Gap
by Carl Richards
The Investment Answer: The Five Key Decisions Every Investor Needs to Make
by Daniel C. Goldie & Gordon S. Murray
Wise Investing Made Simple & Wise Investing Made Simpler
by Larry Swedroe
The Four Pillars of Investing
by William J Bernstein
The Investor’s Manifesto
by William J Bernstein
The New Coffeehouse Investor
by Bill Schultheis
The Elements of Investing
by Burton Malkiel & Charles Ellis
The Little Book of Common Sense Investing
by John Bogle