Details Are Part of Our Difference
David Booth on How to Choose an Advisor
20 Years. 20 Lessons. Still Taking the Long View.
Making the Short List: Citywire Highlights Our Research-Driven Approach
The Tax Law Changed. Our Approach Hasn’t.
Author: Buddy Reisinger
The Luckier You Are The Nicer You Should Be

We all know the Golden Rule. Morgan Housel may have just created the Platinum Rule. And now may be the right time to adopt it. Click here to read about an essential skill leading to non-lucky success over time. Hint: being nice goes a long way.
If you want more Morgan Housel, don’t forget about our podcast with him long before his hit book sold 3 million copies.
And That’s a Winner!

We want to share some fantastic news and recognition for the Take the Long View with Matt Hall podcast, which, despite being on hiatus since May of 2022, just earned a Signal Gold Award in the “Money & Finance” category. This international podcast award had more than 1,700 entries from 30 countries! Revisit some of the episodes that earned Matt’s podcast its second significant award here.
Want to know the most popular episodes of all:
- Sid and Ann Mashburn: Tastemakers with Heart and Soul
- Morgan Housel: The Psychology of Money
- Danny Meyer: Creating a Better World Through Enlightened Hospitality
- David Kabiller: From “Goldman Slacks” to AQR
For details about the Signal Awards for Podcasts, read more here.
Rules For A Bear Market

John M. Jennings, JD, President and Chief Strategist of St. Louis Trust & Family Office (a firm we like and respect) and regular contributor of rockstar content, shares three rules to follow during periods of market volatility. For most, they will sound like familiar “Take the Long View” advice. In fact, we thought John was about to invoke our mantra in rule #1. Click here to read what Jennings has to say.