Books

Our Publications


How Elite Advisors Grow
Proven, trust-based marketing for financial advisors


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Under The Radar
Asset Protection, Income Tax Reduction & Wealth Preservation for You and Me


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Smart Choices for Serious Money
How to Protect, Preserve, and Thrive In Uncertain Ecomnomic Times


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Rescued!
Pension and 401(k) Plan Traps Businesses Must Avoid and Fix


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Shift Happens:
Stop Financial Practice and Build a Financial Fortress


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Power Principle #1
The Ten Secret Steps To Guaranteed Success


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Cover Your Assets
How to Build, Protect, and Maintain your own Financial Fortress


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The Science of
Succesful Investing

Made Simple


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Other Publications



Third Party Publications

 

Markowitz’s “Portfolio Selection”: A Fifty-Year Retrospective

 

Markowitz Journal of Finance

 

Determinants of Portfolio Performance

 

Determinants of Portfolio Performance 20 years Later

 

Uniform Laws

 

Income Thresholds

 

Tax History from Circle of Wealth

 

11 Tips to Keep Clients Safe From Fraud