I published The Coffeehouse Investor book in 1998 after spending 13 years working for a major Wall Street firm. It became obvious to me that an investment story very different from Wall Street’s traditional story needed to be told.

Ten years ago, I revised and expanded the book and included this in the preface, “Now, ten years later, after reflecting on the profound impact The Coffeehouse Investor has had on people’s lives during a period of immense global turmoil and market volatility, it is time to reestablish these lifelong principles as fundamental to building wealth, ignoring Wall Street, and getting on with your life.”

Twenty years later, the portfolio is still helping investors build wealth, ignore Wall Street, and get on with their lives. Proud to be part of Forbes portfolio list resonating with folks across the country.