Academic discipline

Advancing the State of the Investment Art

Reflections on the power of the dialectic within the academic approach for diagnosing and solving the vexing issues relating to investing for individuals. Further reinforcement for upholding the principle of working to best solve the specific individual needs of each investment client, rather than contorting clients’ portfolios to fit into existing products.

Can News be Neutral?

Offers insight to the bias inherent in financial news reporting and the risks involved from trading on "news" from a fax alert, mailer or television program. Explains how looking at the broader picture and diversifying your data sources will result in better choices for the long term disciplined investor.