The Classroom

We believe strongly that education can improve long-term investment success.

The investment world can be confusing and intimidating. We all should have received a course in school about investing to help us understand it better. Most of us never did.

So we created our own “continuing education course” for investors that explores:

  • the fundamentals of investing (offers advice on “how-to” and “how-not-to”)
  • the investment landscape (provides context for investment decisions)
  • the behavioral aspects of investing (the goal is control and confidence)

The information provided is:

  • clear and concise—anyone can understand it
  • objective—the goal is to educate, not sell
  • in both written and video form—people learn in different ways

We hope you find The Classroom useful and informative. If you do, please come back and visit us again. We add new lessons on a regular basis.

See our Position Paper, “Can a Robot Be a Fiduciary?”


Investor Education Series Introduction

May 3, 2016

Make It Personal, Investor Education Series

May 3, 2016

Understanding Risk-Investor Education Series

May 3, 2016

The Forum

We believe strongly that good communication is the foundation of good relationships. The following information will help you understand who we are and how we see the world.


August 17, 2018 | Advisor Perspectives

You may not win a Pulitzer Prize by following these guidelines, but they will help you more effectively communicate about the issues and ideas that are most important to you and your clients.

Articles By Us| Writing

May 25, 2018 | Advisor Perspectives

In an ever-changing world filled with new technology and tools, there are some things that a robot will never be able to do. Find out how to navigate the future to position you and your practice for success.

Articles By Us

February 9, 2018 |

The annual tsunami of prognostications about how the stock market and the economy will perform in 2018 was beginning to slow. Then the stock market had a major hiccup and the punditry scrambled back to its soap boxes to give us another dose.

Articles By Us

January 2, 2018 | Financial Advisor

Do you want to differentiate your firm from the competition while adding value to your client relationships? Then you should focus attention on an area that is ignored by most advisors: client profiling.

Articles By Us

October 18, 2017 |

In investing, a substantial performance advantage comes from things you can control: simple portfolio construction and low-cost funds.

Articles By Us