Investor Resources

We have an abiding interest in seeing the individual investor achieve investment success. Our recommended approach is to become a Panoply client!

In the meantime, we invite you to review the following papers covering topics which we feel are important, but largely ignored by the financial industry and media.

Long-run Returns and Alphas – Implications for Fees
Investing for Retirement – a New Approach
Prospering as David in a Land of Goliaths
Maintaining a Weather Watch
Financial Advice for Young Adults

The above papers inevitably contain opinions and generalizations. As always, do your own research.