Purpose of this book and our investment philosophy
Questions to ask a financial advisor
Keep Track of Your Investments
May 5, 2004 keeping our clients in touch, especially in rocky markets
Keeping our clients in touch on October 8, 2003
Article published on August 26, 2003. This article discusses "Fail to plan, plan to fail"
Article published on June 30, 2003. This article discusses "crisis being the seed of opportunity"
Article published on May 14, 2003. This article discusses fear of investing
Interview on November 15, 2002 with Ronald Redfield, portfolio manager
May 14, 2002 update. This article reviews our philosophies and gives our views of the future
Seminar notes on May 17, 2001 on " How To Invest in Difficult Markets"
March 24, 2001 update. Technology discussion and diversification discussion.
September 9, 1999 discussion on our philosophies of investing and portfolio management.
October 29, 1998 discussion on our philosophies and current perspectives
December 23, 1997 discussion of Benjamin Graham and value investing
May 31, 1996 current views and reiterations of Ben Graham and Peter Lynch
Notes to Benjamin Graham's book, "The Intelligent Investor"
Notes to Peter Lynch's book, "Beating The Street"