Selected Research and Commentary

My personal whitepaper:
Investment Philosophy and Guiding Principals

5 Keys to Investing in 2018 – from The Capital Group:
5 Keys to Investing in 2018

Perspective on Active Vs. Passive Investing from Wells Fargo – August 24, 2017:
Is Active vs. Passive the right debate to be having?

A  quarterly review of economic activity and the markets:
JP Morgan Guide to the Markets 1Q18 – February

Capital Research on U.S. Tax Reform:
U.S. Tax Reform: 6 Key Takeaways