As public awareness of investing grows, we find that people are more receptive to having conversations about our evidence-based approach to investing.

I’m excited to share that my book project has made significant progress since your last update. The title is officially- Odds On: The Making of An Evidence-Based Investor. We’ve been chosen by a highly selective publisher who only takes 10% of submissions. Please stay tuned for more information regarding the book’s release and ways you can help make it a huge success.

One of our founding ideologies is transparency, and we even use this image of binoculars as a reminder of its importance. Transparency is a unique concept in our industry because the bulk of investors have none. The big brokerage houses provide their clients little or no information on fees, returns, or portfolio allocations, and they’re happy doing so to keep a shroud of mystery over how much their clients are overpaying to underperform. This month’s newsletter focuses on various issues around transparency and our take on the topic.