Education

Our Approach

We love to learn, and we love to teach.

Our goal is simple: to be relentless in the pursuit of knowledge so that we can help you become more financially literate.

Several of our firm’s core values directly support continued learning.

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Curiosity

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ingenuity

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passion

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openness

Nearly one-third of our employees are currently pursuing an industry certification, and nearly one-third already have at least one.

Everything finance-y and business-y we’re reading and listening to, plus our long-time favorites.

Books

The Accounting Game, Darrell Mullis
Against the Gods, Peter Bernstein
Berkshire Hathaway Letters to Shareholders, Warren Buffett
The Black Swan, Nassim Nicholas Taleb
Common Stocks and Uncommon Profits, Philip A. Fisher
Fooled by Randomness, Nassim Nicholas Taleb
The Four Pillars of Investing, William J. Bernstein

The Innovator’s Dilemma & The Innovator’s Solution, Clayton M. Christensen
The Intelligent Investor, Benjamin Graham
Invested, Charles Schwab
Lean Startup, Eric Ries
Poor Charlie’s Almanac, Charlie Munger
The Psychology of Money, Morgan Housel
Start with Why, Simon Sinek
Straight from the Gut, Jack Welch
Think Again, Adam Grant

 

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Podcasts

Animal Spirits, Michael Batnick & Ben Carlson
Business Breakdowns,
Colossus
Capital Allocators
, Ted Seides
Exchanges, Goldman Sachs
Invest Like the Best, Patrick O’Shaughnessy
The Knowledge Project, Shane Parrish
Masters in Business, Barry Ritholtz
Odd Lots, Bloomberg
Pivot, Kara Swisher & Scott Galloway
The Prof G Pod, Scott Galloway
Thoughts on the Market, Morgan Stanley
We Study Billionaires

There are so many topics worthy of a deeper dive.

“Read. Read all the time. Read as a matter of principle, as a matter of self-respect. Read as a nourishing staple of life.”

David McCullough

We consider ourselves content creators.

Market Update

A weekly blog that focuses on global and market happenings that week, but with deep dives of interesting topics and nods to American history, politics, arts, and innovation.

Market Outlook

A long-form, quarterly piece that looks at where we’ve been and where we think we’re headed; it conveys a macroeconomic picture from where we stand.

Street$marts

A video series aimed at breaking down industry jargon, explaining topical concepts, and answering follower questions in order to improve your financial well-being. 

Food for thought?

ASK A QUESTION

“Invest only if you would be comfortable owning a stock even if you had no way of knowing its daily share price.”

 Benjamin Graham

We’d love to hear
from you.

[email protected]

(585) 325 4140

120 East Avenue, Rochester, New York 14604