Background

Bio

“Charley Ellis: Why Active Investing Is Still a Loser’s Game,” The Long View podcast, Morningstar.com, May 27, 2020.

Rethinking Investing: A Very Short Guide to Very Long-Term Investing

Winning the Loser’s Game: Timeless Strategies for Successful Investing

Index Investing and ETFs

“Stock Pickers Are on a Record Run With Investors. Don’t Be Fooled, Says Index Fund Guru,” by Jason Gewirtz, cnbc.com, Feb. 14, 2025.

“Investment Costs Make a Huge Difference,” by Robin Powell, ifa.com, Feb. 17, 2025.

ETF Edge interview with Charley Ellis, cnbctv, Feb. 10, 2025.

Other

Regulation Fair Disclosure

Alfred Marshall

Thinking, Fast and Slow, by Daniel Kahneman