Bill Bachrach

Values-Based Financial Planning

• Creating an Inspiring Financial Strategy
• Setting your Goals
• Defining your Values
• Creating the Financial Road Map
• Getting the most for your Money

Burton Malkiel

A Random Walk Down Wall Street

• Timeless lessons for Investors
• The Case for Indexing
• Importance of Investment Costs
• The Folly of Market Timing
• Cost Averaging and Rebalancing
• Diversification

Burton Malkiel

From Wall Street to the Great Wall

• The Case for Investing in China
• The Chinese Economic Revolution
• Why China should continue to Grow
• The Overriding Importance of Culture
• Conclusions

Charles Ellis

Winning the Loser's Game

• Match your investment program to the realities of the market and work effectively with your investment managers
• Keep from getting burned by the market's inevitable up-and-down cycles
• Institute an annual review process that includes both your and your heirs' lifelines
• Maximize financial success through five stages, from Earning, Saving, and Investing through Estate Planning and Giving

William Bernstein

The Four Pillars of Investing

• You are rewarded mainly for your exposure to only one thing—risk
• Over the long haul, it is not that hard to measure the probable return of different asset classes
• Almost all the differences in the performances of money managers can be ascribed to luck and not to skill
• The biggest risk of all is failure to diversify properly
• It’s the behavior of your portfolio as a whole, and not the assets in it, that matters most