Resources

We have provided these links and information for your benefit.  We do not endorse these third party websites, but provide them as a resource.  Please use your personal discretion when visiting these external websites and before purchasing any products or services from these resources. Please feel free to contact us with any questions.

NAPFA Links

Books:

We have selected some reading materials to enhance your understanding of the core principles underlying our approach to wealth management.

  • David F. Swensen, Unconventional Success: A Fundamental Approach to Personal Investment (New York: Free Press, 2005)
  • Nassim Nicholas Taleb, Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets (Random House, 2008)
  • Paul D. Kaplan, Frontiers of Modern Asset Allocation (Wiley, 2012)