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Selected research

Academic and industry publications.

The investment research papers and articles linked below present thinking on a wide range of subject matter related to portfolio management, asset pricing models and valuation, retirement planning, tax minimization strategies, estate planning, etc.

While not an exhaustive list, a lot of this research helped to form the approach that Wealth Engineers employs today.  

Note that a link to an article, paper, or data source does not necessarily mean that Wealth Engineers endorses a particular approach, strategy, or investment. Rather, the library is intended to educate and serve as a foundation from which to make thoughtful, informed decisions.

“I believe in the discipline of mastering the best that other people have ever figured out. I don’t believe in just sitting there and trying to dream it up all yourself. Nobody’s that smart.”
Charlie Munger
Vice-Chairman of Berkshire Hathaway Corporation

Active vs Passive Management

International Diversification

Multifactor Diversification

Tax Efficient Investing

Hedge Funds

Private Equity