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Gary Karz, CFA
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     My career in investments began in 1987 during my junior year in business school at the University of Southern California after I passed the NASD series 7 exam. I launched in 1996 while working with former Goldman Sachs Partner Lewis J. Kaufman, and I spent over a decade at Plexus Group (and JP Morgan Chase & Investment Technology Group via mergers) advising some of the largest and most successful money managers in the world. I live in Los Angeles with my wife and four children and consult to a limited number of individuals and organizations throughout the United States.

     In 2014 award winning journalist Jason Zweig at The Wall Street Journal generously called me one of fifteen “Smart People for Investors to Follow” (along with Warren Buffett, Howard Marks, William Bernstein and others). Zweig encouraged investors to socialize “only with investors who are calm and methodical” and "ignore the markets’ momentary twitches and spasms and, instead, to focus on the long term." Zweig summarized InvestorHome as follows
This site, maintained by financial analyst Gary Karz, offers a vast trove of reference material, including countless links to original research. Investors who want to educate themselves deeply using primary sources can start here.



February 2018 - Is the Investment Business a Scam? American Association of Individual Investors (Los Angeles Chapter)

September 19, 2017 - Robo-Advisors and the Evolution in Financial Planning California Society of CPAs (LA Personal Financial Planners Committee)

May 16, 2016 - Robo-Advisors: The Good, The Bad, and the Ugly California Society of CPAs (Pasadena)

October 8, 2015 - Robo-Advisors: The Good, The Bad and the Ugly American Association of Individual Investors (San Diego Chapter)

August 5, 2015 Robo-Advisors and The Evolution of Wealth Management CFA Society of Los Angeles Presentation

June 2015 Robo-Advisors and the Evolution of Investment Advice American Association of Individual Investors (Los Angeles Chapter)


Less Is More: What Small Investors Can Learn From a Pension Giant at The Wall Street Journal (6/13-14/2015)

Read 'Em and Reap: Smart People for Investors to Follow at The Wall Street Journal (9/6/2014)

At the Open in Barron's (10/23/2013) (10/20/2013 tweet exchange)

What We Learned From the Financial Crisis in The Wall Street Journal (9/14-15/2013)

Learning From the 2008 Financial Panic from (2/2/2011)

Clients Behaving Badly in Financial Planning (11/1/2010)

Index Fund Portfolios Trample Active Fund Portfolios from Forbes Blog (9/21/2010)

Should I Fire My Trader or Pay Him a Million? (With Wayne H. Wagner) in the Journal of Trading (Fall 2006)

Are Analysts Just Human, After All? in CFA Magazine (September/October 2003)

Mined, All Mined: Watching Out for Funny Numbers from (6/7/1999)

Mining Fool's Gold in the Financial Analysts Journal (March/April 1999)

"Fund Site of the Month" in Mutual Funds Online (March 1999)

Murphy's Law and Market Anomalies in The Journal of Portfolio Management (Winter 1999)

"One-Stop Shops" in Individual Investor Magazine (July 1998)

Practicing versus preaching in Forbes (2/23/1998)

"Web investing books provide limited help" from the San Francisco Examiner (2/22/98)

"A Site Made in 'What-If' Heaven" in Kiplinger's Personal Finance Magazine (February 1998)

"Webbed Feat" in Barron's (9/29/1997)

"Power Lunch" on CNBC (7/25/1997)

A sample of some generous cherry-picked comments
that have been made about me and my web sites.

Your site is a treasure trove of information.
William Sharpe

You have created a remarkable resource for investors and anyone interested in the financial markets.
William Goetzmann

Site founder Gary Karz, a chartered financial analyst, is a voracious reader equally at home with Money or the Journal of Finance. Karz summarizes like a good journalist while documenting his research with footnotes meticulous enough to satisfy a panel of academics. And if there is any information online about the subject he is discussing, he will drop in a link. He’s also scrupulously fair.
Wayne Harris in “Fund Site of the Month” March 1999, Mutual Funds Online

Webmaster Gary Karz is an indefatigable organizer... what sets Investor Home apart is its original content-the icily objective rigor of Karz’s investment analysis... Karz’s commentary reveals that he has actually read, evaluated, and assimilated most of the material on other sites.
Wayne Harris in "One-Stop Shops" July 1998, Individual Investor Magazine

Intelligent and knowledgeable, Karz has great investigative skills and instincts... Entrepreneurs like Karz who are more interested in providing good information than making a quick buck are a rare breed.
Eric Tyson in "Web investing books provide limited help" February 22, 1998, San Francisco Examiner

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