Acknowledgments
Inspiration for this book came from my contributing authors Kevin Brolley, John Burke, Bob Centrella, and David Pasi. We all share a common vision that investing should be simpler, cheaper, and devoid of fee-laden traps. Further encouragement was provided by many other finance professionals, including Rich Covington and Tony Loviscek.
In my career I have had the good fortune to work repeatedly for people in banking for whom integrity was priceless, notably Don Layton, Don Wilson III, David Puth, and Jeffery Larsen. They represent the best of finance and what I still believe is the vast majority of financiers, notwithstanding the visible transgressions of some. Their values became mine.
The CFA Institute with its “Future of Finance” initiative, including Putting Investors First, promotes financial ethics as a cornerstone of investment competence, providing an institutional confirmation of the importance of doing the right thing.
The wonderful editing staff at John Wiley once again both shared our vision on an important topic and immeasurably improved the final result.
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