If you'd like to learn more about my approach to financial planning and investment management, I recommend reviewing these informational pages.
What is it like to work with Seagrass Financial?
If You Can
by William Bernstein. It is a short (15-page) paper targeted at millennials, but the basic concepts and message are applicable to just about anyone.
The Four Pillars of Investing
by William Bernstein (one of my favorite financial authors). A great introduction to market history, investing, and other financial planning topics.
All About Asset Allocation
by Richard Ferri. Clear and readable introduction to investing.