Educational Publications

Linden Thomas & Company has developed several informational and educational guides tackling a variety of investing topics. To receive the guide of your choice, simply click on the links below:

THE UNCOVERED TRUTH About Failed Mutual Fund Results
In this booklet you'll learn:
As the mutual fund and ETF industries have grown over the years, there has been a coordinated campaign by institutional firms and their advisors to invest client assets into these products. Though mutual funds and ETFs are indeed popular investment options, there are still numerous elements to these vehicles which the general investing public does not consider and often is not aware of.
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13 Principles of Investing in a Volatile Market
In this booklet you'll learn:
In volatile markets, it’s common to feel uneasy about your investments. This is only natural. But rest assured, market volatility is completely normal and is to be expected. In fact, history has proven that current conditions may work to the advantage of disciplined investors.
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The Pitfalls of Behavioral Investing
In this booklet you'll learn:
Over the past 30 years, we have often discussed how investor behavior can hurt investment results. But, as we all know, a reminder every now and then can never hurt; especially when it comes to a topic as important as behavioral investing. Learn how time, patience, and behavior can enhance portfolio results.
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Indexing Made Better
In this booklet you'll learn:
Traditional index funds are pooled with other investors, and stocks are replaced after they fall below market-cap requirements. Through our Earnings-Focused Indexes, stocks are replaced when they fail to meet our earnings screens. Additionally, investors own the stocks directly, giving them the control and transparency that they do not get with a traditional index fund.
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Efficient Portfolio Theory
In this booklet you'll learn:
At Linden Thomas & Company, we believe great results are earned. While financial planning is the road map that identifies what you need to retire, the portfolio is the engine that gets you there. One of the biggest challenges that investors face is recognizing when that engine is not running efficiently. Poor results, when left unchecked, cripples good planning because a percentage point here and there can result is significant impacts over time due to lost compounding.
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THE TOP 12 REASONS Affluent Investors Choose Institutional Direct Ownership Versus the Fee-Only Advisor
In this booklet you'll learn:
Linden Thomas & Company institutional equity strategies are designed to not only enhance long-term results but also remove the high cost of outside advisors and the additional hidden cost of the products that they sell. Altogether, it is clear to see that quality, cost, control, and yield do matter.
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Top 8 Questions Investors Need to Ask to Achieve Better Results
In this booklet you'll learn:
Providing answers to your financial investment questions. Most investors don’t understand the importance of portfolio monitoring & asset allocation.
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The Truth About Cost and Fee-Only Advisors
In this booklet you'll learn:
More often than not, trading cost within mutual funds and other industry products are seldom discussed because fund companies do not have to disclose this in the investor prospectus. Does that sound like something you’d want to know before handing over your money?
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The Truth About Indexing
In this booklet you'll learn:
While the advent of index investing was a significant advancement that created an avenue for small investors to participate in a large pool of stocks, we at Linden Thomas & Company felt that there had been no real progress towards making an efficient index for high net worth investors. In light of that, index funds are now 40+ years old. It’s time to build a better index.
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Down Markets, Average Return Results, and Recovery
In this booklet you'll learn:
Full market cycles consist of up and down markets. Average returns will often look very different after rallies and pullbacks. This is why having a balanced long-term perspective almost always bears fruit!
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Market Highs & Lows
In this booklet you'll learn:
After 30 plus years of managing assets, two of the most common questions, when the market sets a new high, are: When will we get a pullback? And when or if we get any kind of pullback, the next big question is how far will it be? While both questions are natural, if you allow fear of the future to control behavior then you may be disappointed by results.
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*Investing is subject to a high degree of investment risk, including the possible loss of the entire amount of an investment. An investor should carefully read and review all information provided by Linden Thomas Advisory Services, LLC (“Linden Thomas”), including, the Form ADV, Part 2A brochure and all supplements thereto, before making an investment. CLICK HERE to read our full disclaimers.