Intro Info

1. Keep It Simple, Says Yale’s Top Investor [NY Times]

2. Investors Need Nerves of Steel for Markets [SF Chronicle]

3. Give Fees an Inch, and They’ll Take a Mile [NY Times]

4. What Stock to Buy? Don’t Ask An Economist [NY Times]

5. How Many Mutual Funds Routinely Rout the Market? Zero [NY Times]

6. Why Investing is so Complicated, and How to Make It Simpler [NY Times]

7. Why Panic? A Couple’s Nest Egg Better Left Alone? [NY Times]

8. For Those at Death’s Door, a case for ‘Life Panels [Written by Bob in The NY Times]

ADV — Required report for potential clients. Shows how the advisor works and how he is compensated.

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Sample Contract — another requirement. A completed contract will be provided after the initial meeting.

Information for Planning — what I usually need to do planning