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RESOURCES
We continually review academic and industry research pertaining to Modern Portfolio Theory, Capital Markets, Indexing, Active Management, Asset Allocation, and many other areas that may have an affect on how we manage client accounts. This page will be continuously updated with links to some of this research.

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Suggested Reading
Many of our books in Suggested Reading can be purchased online through

 
A Winning Relationship: You, Your Advisor and Schwab Institutional (PDF)
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ASSET ALLOCATION
 
Money Chimp Modern Portfolio Theory Introduction
To view article, click here
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