Indeesh Mukhopadhyay provided valuable editorial feedback in the early stages of writing this book. In the final stages, Andrea Weule helped pull it all together. Kevin Scott, director of marketing at ICON, was invaluable with all logistical aspects. I would like to thank all three of them.

When a financial advisor places their investors’ assets with ICON, I take it very personally. I would like to thank those advisors for the trust they have placed in me over the years.

I would like to thank my two sons for believing in my system, supporting me, and embracing the duties of being fiduciaries.

I offer special, huge thanks to my wife, Linda, for her love and support, especially during graduate school and the difficult start-up years of ICON.