What We Do
Wealth Counseling
Investment Advisory Services
Family Governance
Who We Are
Our Team
Research Roundtable
Our Fiduciary Pledge
How We Invest
Investment Approach
Questions To Consider
Insights and Research
Should We Be Tactical?
December 20, 2021
Preston McSwain
We should be open and humble about our tactical ability to add value.
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It’s All Greek to Me
November 11, 2021
Preston McSwain
Let’s just admit it. Even though we throw around Greek like we grew up in Athens, many in the business don’t always fully track what is being discussed.
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The Same Thing – Over and Over
October 11, 2021
Preston McSwain
The best long-term strategy is to stick to your long-term strategy.
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Stats About Statistics
August 13, 2021
Preston McSwain
Never be too sure about anything.
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Inflation – What Should An Investor Do?
August 8, 2021
Preston McSwain
The best long-term strategy is to stick to your long-term strategy.
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Waving Banners – Have Some ESG Managers Lost Their Way?
July 13, 2021
Preston McSwain
Do some ESG managers wave banners too much?
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