Click on the links below to view each document and see the kind of work we do for our clients:

Client's "Asset Map" Report (Sample Report)

Couple Age 50 - Retirement & Net Worth Planning Report (Sample Report)

Couple Age 70 - Retirement & Net Worth Planning Report (Sample Report)

Couple with a Corporation - Retirement & Net Worth Planning Report (Sample Report)

 

Dimensional Fund Advisors (DFA) documentary film on YouTube - "Tune Out The Noise" (2024), 90 mins; (20M+ views as of Fall 2025)

Dimensional Fund Advisors (DFA) website - the low-cost investment manager of our clients' portfolios

Pursuing A Better Investment Experience:  10 Key Principles for Investment Success

The Matrix Book:  Historical Investment Returns Data (1926 - 2024)

One-Page Quick Takes:  Insights For Understanding How Markets Work

S&P Index vs. Active (SPIVA) Funds Report Card - Exhibit 1 graph shows exactly why we use low-cost index funds for our clients

World Equity Market Capitalization Map & Why We Use A Global Diversification Strategy

To What Age Should We Be Planning For? → Life Expectancy Table