The Educated Investor
| Title | Synopsis | Date |
| Discovering Financial Independence | What does financial independence mean to you? Specific steps to discover, devise and implement strategies to meet your own goals. | Summer 2007 |
| Riding Out the Market | Portfolio Diversification | Spring 2007 |
| It's a Family Act | Wealth Strategies Youth, Mid-Life, and Retirement |
Winter 2007 |
| A Measure of Happiness | Choosing a Trusted Advisor Mind Over Money |
Fall 2006 |
| Navigating a Volatile Market | The Academic Wisdom of Diversification Year-Round Tax-Loss Harvesting |
Summer 2006 |
| Focusing on Fixed Income | Simple Rules for Today's Fixed Income Investor To Catch an Identity Thief |
Spring 2006 |
| Look Both Ways...Before Crossing | Managers of Managers: Can the Best Man Win? Hedge Funds and Private Equity Markets |
Winter 2006 |
| Playing the Loser's Game | How Do You Invest to Win? Don't Play the
Game! Adopt a Winning Investment Strategy |
Winter 2005 |
| Smart Trading | The Myth of Hedge Funds Bond Markups: Hidden and High | Summer 2004 |
| Random Acts of Planning | The Tale of the $20 Bill Here a Risk, There a Risk | Spring 2004 |
| How Does Your Market Grow? | Market Growth in 2003 The Difference Between Stocks and Socks | Winter 2004 |
| Active vs. Passive Management | An 'Active' Approach to 'Passive' Investing Asset Allocation Wins Again | Fall 2003 |
| Luck or Skill? | The Rebalancing Act Does Your Fixed Income Need Fixing? | Summer 2003 |
| The Big Picture | Stay the Course | Spring 2003 |
| Don't Bet on Beating the Market | Win Some, Lose a Lot Games Belong on the Golf Course | Winter 2003 |
| Back to the Basics | In the Midst of a Bear Market - Passive Investing The Value of a Good Education | Fall 2002 |
| Investment Adventure or Bad Venture? | The Tax Factor Prudent Not-for Profits Pick Passive | Summer 2002 |
| Effective Diversification | Managing Expectations Spending Time on What Matters | Spring 2002 |
| Building Bond Portfolios | Balancing Act The Best and Brightest College Tuition Plans | Winter 2002 |
| Cooking Up the Perfect Portfolio | Portfolio Allocation: Fixed Income vs. Equities Taxes: The Final Frontier | Fall 2001 |
| Staying Power | Keys to Maintaining Your Strategy Luck vs. Skill in Investing | Summer 2001 |
| Mission Improbable | Market Timing and Market History BAM Alliance with BenefitStreet | Spring 2001 |
| Tuition Bill From 2000 | International Investing Building the Tax-Efficient Portfolio | Winter 2001 |
| Maintaining Your Balance | Build It and Rebalance It Trusting in the Future | Fall 2000 |
| Charitable Trusts for Everyone | Establish a Legacy of Giving Exchange Traded Funds (ETFs) | Summer 2000 |
| Technology Investing | Been There, Done That Studying College Tuition Plans | Spring 2000 |
| Weighing Your Index Fund Options | Good Buy vs. Good Value Modern Portfolio Theory - Where It All Began | Winter 2000 |
| Driving Down the Costs of Investing | Retirement Planning: Live Long and Prosper Operating Expenses, Cost of Cash, and Trading Expenses | Fall 1999 |
