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We believe the more our clients know about investing and personal finance the better for them and for us.

Recommended Research and Articles
Q3 2016 Market Review
“Standard & Poor’s Indices vs. Active Funds Scorecard, 2015”, Standard & Poor’s
"University Endowments Face a Hard Landing", NY Times
“Tax-Saving Trades”, by Jonathan Burton, The Wall Street Journal featuring advice from Ed Baldrige
“Active Management Loses in Risk Study”, by Sam Mumudi, The Wall Street Journal
“Evaluation of Active Management of the Norwegian Government Pension Fund – Global”
Recommended Websites
www.schwab.com
www.fidelity.com
www.dfaus.com
www.wsj.com
www.nytimes.com
www.ft.com
www.economist.com