1.David Booth, “A veteran DFA exec tells what enduring RIA success is made of—and why the next-gen advisors will not disappoint,” RIA Biz (August 2013).
2. Merton Miller, Investment Gurus (New York: Simon & Schuster, 1997).
3.John Kenneth Galbraith, Future Babble: Why Expert Predictions Fail—and Why We Believe Them Anyway (Toronto: McClelland and Stewart, 2010).
4.Voltaire, Oxford Essential Quotations (Oxford University Press, 2012).
5.Merton Miller, Investment Gurus (New York: Simon & Schuster, 1997).
6.Sir William Bragg, A Critique of Pure Physics: Concerning the Metaphors of New Physics (Thomas Neil Neubert, 2009), 19.
7.Paul Samuelson, “Mutual Funds Report; Just Relax, Put Your Feet Up, and Make Money,” New York Times (April 2004).
8.Albert Einstein, Sidelights on Relativity (London: Mathuen, 1922).
9.Warren Buffett, Letter from Warren E. Buffett to the shareholders of Berkshire Hathaway Inc. Berkshire Hathaway Inc.: Shareholder
10.William Bernstein, The Intelligent Asset Allocator (New York: McGraw-Hill, 2001).
11.Richard Feynman, The Pleasure of Finding Things Out (New York: Perseus Publishing Company, 1999).
12.Alan Abelson, Story Telling for Financial Advisors (Chicago: Dearborn Financial Publishing, 2000), 213.
13.Robert Merton, “The Financial Innovator,” Business Times Weekend (August 2013), 10-11.