A comprehensive guide to stock market investing that was published in 2004 as Data Driven Investing (co-authored with Mitchell R. Hardy).  Joe Moglia, then CEO of TD Ameritrade, one of America's largest discount stock brokerages, referred to Data Driven Investing as “groundbreaking” in his own 2005 book entitled Coach Yourself to Success: Winning the Investment GameThe 2019 online edition of Data Driven Investing is available on the Oyster River Financial, LLC website and can be obtained here.

Supplementing the book, ten of our most important investing principles are summarized in “DDIM Wit and Wisdom – The 10 Principles“, offered to the general public. It provides a disciplined approach for do-it-yourself investors seeking superior returns, as well as due diligence procedures for investors in the process of evaluating financial advisors. This guide is available on the Oyster River Financial, LLC website and can be obtained here.

For additional information, please contact us here.