The Small Investor's Survival Guide

This section aims to provide a basic education on financial markets, market participants, advisors, investing risks, investing strategies, along with other information designed to help you invest more successfully.

At this time, most of the relevant information is compiled in Dr. Yuval Bar-Or's book, Play to Prosper: the Small Investor's Survival Guide. The book was published in September, 2010. (...MORE)

The Passive Investor's Game Plan

This content is designed to complement The Small Investor's Survival Guide. The material provides detailed step-by-step instructions for an investor seeking to pursue a passive (well-diversified, fee-minimizing) investing strategy.

At this time, most of the relevant information is compiled in Dr. Yuval Bar-Or's book Play to Prosper: The Passive Investor's Game Plan. The book was published in April, 2011. (...MORE)

Finding a Financial Advisor

While all investors benefit from learning about investing and financial markets, it's understood that some will still prefer to rely on advisors. For these investors the challenge is not learning enough to avoid the use of advisors, but rather learning enough to distinguish the good from the bad advisors. This section provides information designed to help an investor find an appropriate advisor. (...MORE)

Investing Literacy Education

We are committed to education and empowerment of small investors. We offer a variety of educational experiences. Many of which are freely accessible. Our resources include:

  1. Our free webinars
  2. Our investing literacy courses
  3. Customizable in-house seminars or courses available to a variety of groups and organizations.
  4. This Education section of the website, containing information from the Play to Prosper book series including guidance on selecting a financial advisor
  5. Links to other online resources as well as books and other publications

Please click here to register for available webinars and courses.

We also offer an investing literacy course for high school students. Typically parents form a group and organize an in-house seminar at a location of their choice.