These papers are designed to help the curious investor do a deeper dive into various topics. Please contact us if you have additional subjects you would like to see addressed.
Thoughtson2022 (pdf)
DownloadEvaluating Financial Advisor Fees (pdf)
DownloadWhere The Financial Industry Is Headed (pdf)
DownloadThe Stock Expensiveness Question (pdf)
DownloadThe Rollover Debate (pdf)
DownloadCompoundingLowerFees (pdf)
DownloadUnderstanding ETFs (pdf)
DownloadFactor Indexing (pdf)
DownloadThe Quality Factor (pdf)
DownloadThe Low Volatility Factor (pdf)
DownloadThe Size Factor (pdf)
DownloadThe Momentum Factor (pdf)
DownloadThe Value Factor (pdf)
DownloadThe Market Factor (pdf)
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