This is a small sample of an extended list of references that supports our philosophy of high quality, rigorously researched, low cost investing. Please contact us for more information.
Burton G. Malkiel, "A Random Walk down Wall Street: The Time-tested Strategy for Successful Investing" updated January 2016.
Securities and Exchange Commission, "Information for the Individual Investor" website. (Lyon Park provides this SEC reference for information only. The SEC does not "approve" or "endorse" any particular securities, issuers, products, services, professional credentials, firms, or individuals.)
Thomas J. Stanley, "The Millionaire Next Door: The Surprising Secrets of America's Wealthy" updated November 2010.
John C. Bogle, "Common Sense on Mutual Funds" updated December 2009
William J. Bernstein, "The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk" October 2000
Benjamin Graham, and Zweig Jason with Buffett, Warren, "The Intelligent Investor" updated March 2009.
Eugene Fama and Kenneth French, "The Cross-Section of Expected Stock Returns," The Journal of Finance, Vol.XLVII, No. 2, June 1992.
Antti Ilmanen, "Expected Returns: An Investor's Guide to Harvesting Market Rewards" March 2011.
Harry M. Markowitz, "Portfolio Selection: Efficient Diversification of Investments" 1959.