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.
Category: Philosophy
Fixed Income Video – Muni’s vs Corporates
http://www.youtube.com/watch?v=dufckMwApII
Brian Haywood, from our strategic partner, explains some of the key differences between municipal bonds and corporate bonds.
Coffeehouse Investor in NY Times
One of our favorite books, which we give out through this web site, is highlighted in the NY Times. Click here for the full review. The author’s name is Bill Schultheis, and he recently released an updated edition of the book that first made him popular, entitled The Coffeehouse Investor. We are particularly fond of the book’s subtitle—“How to Build Wealth, Ignore Wall Street, and Get On With Your Life.”
Swedroe Video – Different this Time?
http://www.youtube.com/watch?v=UCZWriA-4yE