RESOURCES

The Behavioral Portfolio was written for financial advisors, but would also be useful for engaged individual investors.

Your asset allocation decision is one of the most important decisions you will make in your life and is worthy of significant time and thought. Almost all of your returns and risk will be determined by asset class selection.

Whether you're new to investing or a seasoned pro, this glossary helps make financial terms clear—so you can focus on your future with confidence and clarity.

Economic and Valuation Update - looking at tariffs, economic trends and valuation levels. Educational spotlight looking at how modern portfolio theory informns portfolio construction. Book Review - Antti Ilmanen's "Investing Amid Low Expected Returns".