Resources

Our Standards:

Suggested Reading:

The Investment Answer – the final writings of a dying banker, distilling what he learned in 25 years on Wall Street into 100 very wise pages

The Behavior Gap – we’ve always said behavior trumps skill. Carl Richard’s book makes point after point on the expense of bad behavior and helps us keep our eye on what is really important.

Suggested Videos:

The 2013 PBS Frontline video, The Retirement Gamble,  that highlights the current problems with 401k plans and investment fees in general. Our investment philosophy and process as well as our fiduciary status address these issues directly.

It is 50 minutes long, but worth every minute spent.   http://video.pbs.org/video/2365000843


Dave’s Distilled List of Favorite Books

The Age of the Unthinkable by Joshua Cooper Ramos – great insights about how our world has changed and what it takes to survive and thrive

Drive  by Daniel Pink – what is really important, what drives us.  Find out here

Start with Why by Simon Sinek – no one cares what you do or how you do it until they understand Why you do it

Whole Earth Discipline by Stewart Brand.  The subtitle is “An Ecopragmatist’s Manifesto” –  our world and ecology from a scientists point of view, a fresh revision of his 30 year old Whole Earth Catalogue.  Prepare to be surprised as you read his evolving views.  The chapter on Microbes is my favorite.

 

 

 


Tim In the Media

On Television:

Lottery Winning Advice: 3 minute video clip – KTVU Bay Area – Mar 2012

Year End Planning : 1 minute video clip – NBC Bay Area – Dec 2006

Credit Cards : 3 minute video clip – NBC Bay Area – 2006

On Radio:

Investing Questions : special guest – KGO hosted and call in show – Sept 2008