We believe consumers and clients should be self educated about finance. We urge consumers to avoid reading glib, superficial general interest publications and instead read the rather dry scholarly publications. That way you will escape the gravitational tug of Wall Street’s propaganda and instead learn how to access low cost investments.

In order to provide the best service to our clients we spend about 80-100 hours a month reading about finance. Many of these require expensive subscriptions. Here is a list of what we read:

  • Breakfast With Dave by Dave Rosenberg
  • Financial Times
  • Wall Street Journal
  • New York Times
  • Journal of Accountancy
  • Bloomberg.com
  • Journal of Financial Planning
  • CFA Digest
  • CFA Magazine
  • Financial Analyst Journal
  • Hoisington Management
  • GMO.com
  • James Montier online
  • Morningstar Principia
  • Economist Magazine
  • Investment Advisor
  • Financial Advisor Magazine
  • Financial Planning Magazine
  • Hussman.com
  • Twitter financial professional’s posts

We also read numerous financial books.

Donald Martin is a NAPFA-Registered Fee-Only financial planner and investment advisor.