Altruist Financial Advisors LLC
Fee-Only Investment Management

Reading Room

 

Home
About Altruist
Our Code of Ethics
How We Save You $
Our Services & Fees
Fee Comparison
Investing Strategies
Investments
DFA vs. Vanguard
Nationwide Service
Our Guarantee
Reading Room
Contact Information
Search
Site Map

"If a man empties his purse into his head, no one can take it away from him. An investment of knowledge always pays the best interest."

           —— Benjamin Franklin (1706-1790).

Here you will find materials which will be useful to those motivated to self-educate.  If you have questions about any of the materials referenced here, contact us — we love talking about this stuff!

Our reading room is broken down into three categories, each with its own web page: Books, Articles/Papers, and Web Sites:

bulletBooks
bulletBooks for Beginners
bulletBooks for Professionals
bulletUnreviewed Books
bulletArticles/Papers
bulletAsset Allocation
bulletBid-Ask Spreads
bulletBonds
bulletBroker/Dealers
bulletCapital Asset Pricing Model (CAPM)
bulletCharitable Giving
bulletClosed-End Funds
bulletCollege Planning
bulletCommodity Futures
bulletCurrency Hedging
bulletData Mining
bulletDefined Benefit Pension Plans
bulletDefined Contribution Pension Plans
bulletDimensional Fund Advisors (DFA)
bulletDiversification
bullet Diversification of Concentrated Positions
bulletDividends
bulletDollar Cost Averaging
bulletEfficient Market Hypothesis
bulletEmerging Markets
bulletEndowment Fund Management
bulletEquity Premium
bulletEstate Planning
bulletExchange Traded Funds
bulletFama/French Three-Factor Model
bulletForeign Investing
bulletFrontier Markets
bulletHedge Funds
bulletHigh-Yield Bonds (Junk Bonds)
bulletIlliquidity Premium
bulletIndex Weighting
bulletInflation-Indexed Bonds (TIPS and I-Bonds)
bulletInvestor Psychology/Behavioral Finance
bulletLife Insurance
bulletLong Term Care Insurance
bulletMarket Timing
bulletModern Portfolio Theory
bulletModern Portfolio Theory using Downside Risk
bulletMomentum Investing
bulletMortgage Refinancing
bulletMulti-Factor Investing
bulletMutual Fund Fees
bulletMutual Fund Persistence
bulletPassive vs. Active Management
bulletPension Fund Management
bulletPerformance Evaluation
bulletPerformance Measurement
bulletPortfolio Insurance
bulletPrivate Equity
bulletProfitability Investing
bulletPrudent Investor Rule
bulletReal Estate Investment Trusts (REITs)
bulletRebalancing
bulletRetirement Investing
bulletReversion to the Mean
bulletRisk Measures
bulletSocial Security Retirement Benefits
bulletSurvivorship Bias
bulletSynthetic/Enhanced Indexing
bulletTax Loss Harvesting
bulletTax Managed Investing
bulletVariable Annuities
bulletMiscellaneous Other
bulletWeb Sites

horizontal rule

This web page contains the current opinions of Eric E. Haas at the time it is written—and such opinions are subject to change without notice.  This web page is intended to serve two purposes:

bulletTo educate the public; and
bulletTo provide disclosure of Mr. Haas' opinions to prospective clients.  We believe that prospective clients are well-served by being made aware of what they are buying—and what they are buying is advice that is based on these opinions.

We believe the information provided here to be useful and accurate at the time it is written.  Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. 

No investor should invest solely on the basis of information listed here.  Before investing, it is important to consult each prospective investment's prospectus and consider both its risk/return characteristics and its effect on your overall portfolio.

This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice.  Where specific advice is necessary or appropriate, Altruist recommends consultation with a qualified tax adviser, CPA, financial planner, or investment adviser.  If you would like to discuss the rationale or support for any particular idea expressed on this web page, feel free to contact us.

 

[ Home ] [ About Altruist ] [ Our Code of Ethics ] [ How We Save You $ ] [ Our Services & Fees ] [ Fee Comparison ] [ Investing Strategies ] [ Investments ] [ DFA vs. Vanguard ] [ Nationwide Service ] [ Our Guarantee ] [ Reading Room ] [ Contact Information ] [ Search ] [ Site Map ]

Send mail to altruistfa@gmail.com with questions or comments about this web site.
Copyright © 2002 - present Altruist Financial Advisors LLC.
Click here to view our current Customer Relationship Summary document.
Click here to examine our Privacy Policy.
In compliance with securities regulations, Altruist Financial Advisors LLC will not transact business in any state unless first registered there or qualified for an exemption or exclusion from registration there. Further, the advisor will not communicate any follow-up, individualized responses which render investment advisory services for compensation, unless first registered or qualified for an exemption or exclusion in the given state.