Content-Sharing Library Samples

Library Index/Table of Content

View a current Excel spreadsheet of all materials already in the Library <Download spreadsheet>

Full Collection

Download the following samples as a zipped collection <Download Full Set of Samples> 

Time-Sensitive Materials

  • Post-Election Reflections (published November 8, 2016)
  • Quarterly Client Letter (published July 3, 2015)
  • Thanksgiving Holiday Greeting (published November 2014)

Timeless Materials

  • Evidence-Based Investment Insight 13-Part Series
  • Investment Strategy Hidden in Plain Sight 3-Part Series
  • Focus Article: Avoiding Tracking-Error Regret

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