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References

11. Jason Zweig, “Brain Tour: It’s a pleasure,” CNN Money, Sept. 27, 2002, http://money.cnn.com/2002/09/16/pf/investing/agenda_brain5/ 12. Dr. Ian Ayres, Dr. Peter Ayton, Dr. Greg B. Davies, Dr. Barbara Fasolo, Professor Thorsten Hens, Sheena Iyenger, Dr. Annie Koh, Dr. Neil Stewart, Rory Sutherland, and Dr. Chun Xia, “Risk and Rules: The Role of Control in Financial Decision Making,” Barclays Wealth Insights, vol. 13 (2011). 13. Dalbar, Inc., “2014 Quantitative Analysis of Investor Behavior,” (2014).

14. DFA Return 2.0 15. Michael DiJoseph, Colleen Jaconetti, Francis Kinniry, Yan Zilbering, “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha,” (Vanguard, 2014) 16. Disclosures for Investor Success Chart

1. John C. Bogle, The Little Book of Common Sense Investing: the Only Way to Guarantee Your Fair Share of Market Returns. Hoboken, NJ: John Wiley & Sons, 2007. 56. Print.

2. Jason Zweig, “What Fund Investors Really Need To Know. Our exclusive study of mutual fund returns shows which ones really made money for investors and which ones took shareholder for a costly ride.” CNNMoney - Business, Financial and Personal Finance News. June 1, 2002. Web. 14 Nov. 2011. 10. http://money. cnn.com/magazines/moneymag/moneymag_archive/2002/06/01/323312/ index.htm. 3. Dalbar. “Helping Investors Change Behavior to Capture Alpha.” Quantitative Analysis of Investor Behavior. April 2013. 12. http://www.qaib.com/. 4. John C. Bogle, “Bogle Financial Markets Research Center.” Vanguard - Mutual Funds, IRAs, ETFs, 401(k) Plans, and More. 8 Jan. 2010. Web. 14 Nov. 2011. http://vanguard.com/bogle_site/sp20071015.html. 5. Ilia D. Dichev, Gwen Yu, “Higher Risk, Lower Returns: What Hedge Fund investors Really Earn.” Journal of Financial Economics. 25 Jan. 2011. http:// www.people.hbs.edu/gyu/HigherRiskLowerReturns.pdf 6. Russell Kinnel, “Bad Timing Eats Away at Investor Returns.” Morningstar. 15 Feb. 2010. Web. 14 Nov. 2011. http://news.morningstar.com/articlenet/article. aspx?id=325664. 7. Bogle, John. “The Arithmetic of All-In Investment Expenses.” Financial Analysts Journal, January/February 2014 (pp. 13-21) 8. Dalbar. “Helping Investors Change Behavior to Capture Alpha.” Quantitative Analysis of Investor Behavior. April 2013. 12. http://www.qaib.com/.

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