GET YOUR STARTER TOOLKIT
We know there is a lot of information here. Don’t get overwhelmed. All of it is simply about actions and evidence that help your odds of investment success. And if you need help, we’ll be happy to go over anything.
Our approach to investing is evidence based, which means that we rely on data, financial science, and reality-tested principles that have persisted throughout time and among different world markets. Evidence and reasoning can help improve the odds of investment success.
Read, watch, and learn more about investing and about the capital markets by referencing the additional information on our site.
We created this toolkit to give you a sample of how we can coach you and help manage your investments. The kit includes “Pursuing a Better Investment Experience,” “Six Smart Steps To Improve Your Investment Success,” and “A New Approach To Paying For College.” You’ll also join a community of readers who occasionally receive our news and commentary about smart investment decisions.
We take your privacy seriously and don’t share your information with anyone.