Current Projects

Investing 101

Investing 101

Kathy Kristof, Los Angeles Times reporter and nationally syndicated columnist

People wanting basic advice about investments are often frustratedd by information overload. "Investing 101" is the answer, putting them on a path they can understand and stick with. Kathy Kristof is renowned for taking the mystery and anxiety out of investing by keeping choices manageable. Guesswork is taken out of investing in this informative and easy-to-follow guidebook. Subjects covered include investing through mutual funds, diversifying investments, and more.

The Only Guide to Alternative Investments You'll Ever Need

The Only Guide to Alternative Investments You'll Ever Need

Larry Swedroe

In times of uncertainty, investors look for ways to protect their principal and still earn a good return. Financial advisers Larry Swedroe and Jared Kizer say the best approach is to add carefully chosen alternative investments to traditional stock and bond portfolios. In this, the third book in the popular The Only Guide Youll Ever Need series, the authors detail twenty alternative investments, explaining which to consider seriously and which to avoid entirely. They make specific recommendations about the best ways to access each investment, address tax and liquidity issues, and create an allocation and implementation strategy.

Pension Dumping: The Reasons, the Wreckage, the Stakes for Wall Street

Pension Dumping: The Reasons, the Wreckage, the Stakes for Wall Street

Fran Hawthorne

A penetrating look at the practice of ending pension plans: who stands to win or lose, and how that happens

Customer Loyalty Guaranteed: Create, Lead, Sustain Remarkable Customer Service

Customer Loyalty Guaranteed: Create, Lead, Sustain Remarkable Customer Service

Chip R. Bell and John R. Patterson

Amid a wealth of products and services, customers are hearing one message more consistently than ever before: "Your business isn't that important." How are companies sending the message? By giving your customers boring, apathetic, and uninspired service. An organization's commercial success is incumbent upon making customers feel valued. Customer Loyalty Guaranteed shows companies how to awaken the "spirit to serve" in every employee

Family: The Compact Among Generations

Family: The Compact Among Generations

James E. Hughes, Jr.

Family Wealth has become a modern classic for exceptional families and their advisers with more than 20,000 sold in hardcover. In this new, major work, James Hughes brings to bear decades of experience working with and studying families to offer panoramic insights into what makes families flourish and fail. This book lays out the basis for the vision of family governance the author has been developing through his work and research. His advice addresses not only what to do but how to think about the complex issues of family governance, growth, and stability and the ongoing challenge of nurturing the happiness of each family member.