Behavior Matters

Why write a book on your approach to investing and planning? After almost 20 years since I began in the financial services industry, I thought it would be helpful to current and prospective clients to lay out my philosophy. I also think it would be helpful to have a quick reference guide to the items I feel are most important.

I am hopeful that this book will be a good educational resource for you. The book is structured as a series of articles and will be updated over time as I continue to learn more.