1. A short video on the market’s response to Greece. Click here.
2. Did you like the Brad Pitt movie, Moneyball? Here’s the origin story of AVM Systems, the little-known company that jump-started sabermetrics and made Moneyball possible. Click here.
3. A great piece from The New York Times on the complicated world of investing. Click here.
4. A summary from DFA on the state of the mutual fund landscape. Click here.
5. DFA’s video detailing their fund construction and trading practices. Click here.

The Wall Street Journal’s recent article, “A Guide to Not Retiring,” provides a detailed look at how to approach retirement. Much like my piece on the same topic, “Planning for the Life You Want,” the recommendation is to proactively build a retirement plan—one that keeps you mentally engaged and active after retiring from your traditional work.

I did the same for myself as I neared the end of my 24-year career at Anheuser-Busch. I encourage you to read my article and complete the follow-up exercise. I trust that you’ll find it valuable.

Ending a relationship with a prior advisor can be difficult, but you can make the conversation much easier by preparing yourself with the appropriate things to say. Click here to see our template letter.