Overview: Every year, Larry Swedroe takes a look back at the investing lessons the markets provided in the past year. In 2011, the markets offered investors a chance to revisit a few remedial courses by teaching lessons it had introduced in prior years. So, this year’s list includes a few reminders that we are just as likely to lose our discipline in good times as we can...

Overview: Following are 10 principles we have adopted to help us serve as a trusted advisor.

Act in the best interest of the client

We provide advice and recommendations that are in the client’s best interest. Period. Not because we are legally obligated to (although we are). Not because it works well as a business model (it does)