Reading Room
"If a man empties his purse into his head, no one can take it away from him. An investment of knowledge always pays the best interest."
Here you will find materials which will be useful to those motivated to self-educate. If you have questions about any of the materials referenced here, contact us—we love talking about this stuff!
Our reading room is broken down into three categories, each with its own web page: Books, Articles/Papers, and Web Sites:
- Books
- Articles/Papers
- Asset Allocation
- Bid-Ask Spreads
- Bonds
- Broker/Dealers
- Capital Asset Pricing Model (CAPM)
- Charitable Giving
- Closed-End Funds
- College Planning
- Commodity Futures
- Currency Hedging
- Data Mining
- Defined Benefit Pension Plans
- Defined Contribution Pension Plans
- Dimensional Fund Advisors (DFA)
- Diversification
- Diversification of Concentrated Positions
- Dividends
- Dollar Cost Averaging
- Efficient Market Hypothesis
- Emerging Markets
- Endowment Fund Management
- Equity Premium
- Estate Planning
- Exchange Traded Funds
- Fama/French Three-Factor Model
- Foreign Investing
- Frontier Markets
- Hedge Funds
- High-Yield Bonds (Junk Bonds)
- Illiquidity Premium
- Index Weighting
- Inflation-Indexed Bonds (TIPS and I-Bonds)
- Investor Psychology/Behavioral Finance
- Life Insurance
- Long Term Care Insurance
- Market Timing
- Modern Portfolio Theory
- Modern Portfolio Theory using Downside Risk
- Momentum Investing
- Mortgage Refinancing
- Multi-Factor Investing
- Mutual Fund Fees
- Mutual Fund Persistence
- Passive vs. Active Management
- Pension Fund Management
- Performance Evaluation
- Performance Measurement
- Portfolio Insurance
- Private Equity
- Profitability Investing
- Prudent Investor Rule
- Real Estate Investment Trusts (REITs)
- Rebalancing
- Retirement Investing
- Reversion to the Mean
- Risk Measures
- Social Security Retirement Benefits
- Survivorship Bias
- Synthetic/Enhanced Indexing
- Tax Loss Harvesting
- Tax Managed Investing
- Variable Annuities
- Miscellaneous Other
- Web Sites