White Papers

White Paper Library

Our white papers are powerful educational resources that dive into a deep exploration of relevant investment subjects.  Explore the wide range of topics in our white paper library by clicking any of the links below.

5 Ways To Invest Unsuccessfully

From chasing every market move to panicking during the downturns, this white paper discusses the five common mistakes investors make which limit or nullify their success.

Fundamental Finance Approach

Tim discusses the fundamental finance for value investing and how this methodology can be applied to the current market environment to protect assets and grow your portfolio.

The Squeeze on Savers

Savers are being squeezed by lower interest rates, and retirees are being forced to invest in more risky tools, such as index funds or ETFs. This paper discusses alternatives to risky, bullish, investment vehicles.

Maximizing Risk-Adjusting Returns

In this white paper Tim covers the key principles of how to navigate the volatility of the markets and help you become a better, more confident investor.

Learn to Treat Your Portfolio as a Business

This white paper explains the keys to finding lasting success in today’s markets by changing your trading approach from that of speculation to one of investing.

Why Mutual Funds are the Wrong Way to Go

Most investors know that mutual funds are probably not going to give them the best return on their investment, but what are the other options. In this white paper Tim discusses the pitfalls of mutual funds and presents viable alternatives.

3 Pillars of Protection

In this white paper Tim covers the key principles of how to navigate the volatility of the markets and help you become a better, more confident investor.