White Papers

The white papers are in Adobe’s PDF format, so you may need to download Adobe Reader if you do not already have a PDF viewing program.

Who’s Minding The Store?

Insights into the roles of different types of investment professionals.

Are All Money Managers Created Equal?

Think you need a money manager? Know the penetrating questions to ask.

Warren Buffett’s Best Advice

Professor John Heins of the University of Alabama Business School, whom we consider a friend, wrote a great piece in Barron’s in August, 2017 for Warren Buffett’s 87th birthday. The piece highlights some of the lessons Buffett has taught us over the years.

  • It is not the ship so much as the skillful sailing that assures the prosperous voyage.

    — George William Curtis