As public awareness of investing grows, we find that people are more receptive to having conversations about our evidence-based approach to investing.

On a quarterly basis, we prepare a cover letter for our clients’ performance reporting. The most recent edition is worth seeing because it highlights the thoughtful nature of our firm and our approach.

Though the underlying principles of what we believe haven’t changed, we’ve come a long way from our early descriptions of it. Click here to read what it’s all about.

I’m excited to share that my book project has made significant progress since your last update. The title is officially- Odds On: The Making of An Evidence-Based Investor. We’ve been chosen by a highly selective publisher who only takes 10% of submissions. Please stay tuned for more information regarding the book’s release and ways you can help make it a huge success.