Watch. Read. Learn.

The more you understand your investments and our process, the better. That’s why we’ve created this library of information and resources. After all, growing your money through smart investment strategies is our passion; this is our way of sharing it.


We have an assortment of videos designed to help you better understand our processes, philosophies and your investments. Check back periodically, as we're always updating and adding to our video library.

Understanding Decumulation

Rebalancing Explained

Portfolio Management: Taxable Groups

Asset Location

Why Index Investing Makes Sense In All Market Conditions Webinar


We have an assortment of eBooks created by Portfolio Solutions® to help educate you on topics we are asked about by our clients. Check back periodically, as we're always updating and adding to our eBook library.

Topic Guides

Get in depth, insightful information about investments, the market, and how to protect and further your financial future.

The rules surrounding IRA Required Minimum Distributions (RMDs) are often confusing, and the tax... more

Imagine this scenario: you have $12,000 to invest in the... more

We are pleased to announce that laddered individual bond portfolios are now available... more

Media Mentions

Academic studies, financial news, and our own writings about index investing, investment trends, and the best ways to prepare and thrive during retirement.