Selling Snake Oil is a sensational confrontation with the masterminds of the world’s most innovative and astonishing investment frauds. This book offers a glimpse into the ingenuity, psychology, and strategies of history’s most effective swindlers, who successfully duped US presidents, savvy CEOs, seasoned investment professionals, and everyday investors like you and me.

The cases are as real as the victims that lay in their waste. But most important are the eternal lessons they left behind. This book is as entertaining as it is actionable, with every story offering readers another layer of protection in their efforts to ward off the charlatans of the future.

You will travel from the shores of Antigua to the farms of Ontario, from the Eifel Tower to small-town America and into the sanctuaries of Wall Street. The stories will carry you across the broadest gamut of geographic and historical narratives. All of which, with the singular objective of helping you avoid the next snake-oil salesman.

Selling Snake Oil: Investment Lessons from the World’s Greatest Frauds is available at Amazon and Indigo.

Partners in Preservation

As an investor, you have a choice. You can settle for mediocre investment advice and suboptimal results, as most investors have. Or you can learn how to identify the ideal advisor to achieve superior returns, avoid unwelcome surprises and have the highest probability of meeting your goals.

The latter choice requires an understanding of the industry and best practices employed by the most sophisticated investors on the planet. And that is what you will find in this book.

Within these pages you will learn what today’s advisory landscape looks like and how to navigate towards those who can help you make better investment decisions.

Make the right choice. Find a true Partner in Preservation.

The Quest for Better Investment Decisions

In 2012, we wrote In Search of the Prime Quadrant: The Quest for Better Investment Decisions to help private individuals and families become better stewards of their wealth.
Given the range of inferior options in the industry, many people are [rightfully] overwhelmed by the prospect of investing their capital.

The fact is, while investing is difficult, people can make sophisticated investment choices, as long as they maintain the right frame of mind, invest the time and have proper guidance from a trusted professional.

In Search of the Prime Quadrant articulates our investing philosophy in a way that all people, regardless of financial background, can understand.

In Search of the Prime Quadrant: The Quest for Better Investment Decisions is available at Amazon and Indigo.