Say It Ain’t So, Joe

I fundamentally believe that people who work harder should have an advantage. But success in investing is about working smarter.
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Is Trying to Pick Active Managers a Loser’s Game?

Simple solutions outperform many complex strategies without compromising simplicity, transparency, or peace of mind®.
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If We Had A Chief Economist We Would Have to Pay Them

And if we paid someone, we'd be compelled to listen to them.
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Fiduciary Wealth Partners Reading List

We hope you find this list of books useful, and that it sparks healthy debate.
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Transparency, Simplicity and Peace of Mind®

Our approach and philosophy are centered around our belief that keep-it-simple strategies often win.
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