We seek out a wide variety of opinions and perspectives to better serve our clients, and have found the following to be noteworthy. While the opinions expressed may not be applicable to every client’s situation or portfolio, we find the following speaker’s and author’s perspectives to have merit and value.
White Papers: A collection of papers that we consider insightful.
Videos We Recommend: A selection of videos available on the web that we found informative and thought-provoking.
Books We’ve Enjoyed: Books that we have found particularly interesting and that provide very useful historical perspectives.