What We Do
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Who We Are
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How We Invest
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Investment Approach
Questions To Consider
Our Transparent Approach
Insights and Research
Better Ways to Invest in Bonds?
October 2, 2026
Preston McSwain
For most investors, low-cost bond funds are better fixed income investments.
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The Difference Simple Alternatives Can Make – 15 for 15
June 16, 2025
Preston McSwain
Simple portfolios consistently outperform the complex.
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The Road Less Traveled – Simple Alternatives
August 30, 2024
Preston McSwain
A different type of edge – a simple investment alternative.
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Beware of Sharpe Objects
August 16, 2024
Preston McSwain
When Sharpe Ratio presentations look too good, it pays to ask sharp questions.
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Staying Disciplined and Avoiding Unforced Errors
January 11, 2023
Preston McSwain
The track records of many successful professionals can be attributed to keeping it simple and avoiding unforced errors
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Still Keeping A Steady Hand
October 7, 2022
Preston McSwain
Every year over the past 10 years we have written a similar letter.
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