What We Do
Wealth Counseling
Investment Advisory Services
Who We Are
Our Team
Research Roundtable
How We Invest
Our Fiduciary Pledge
Investment Approach
Questions To Consider
Our Transparent Approach
Insights and Research
What Should Investors Do?
March 20, 2020
Preston McSwain
Nothing is different related to the long-term effectiveness of simple diversified plans.
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Do You Need to Join the Endowment Club?
February 12, 2020
Preston McSwain
Do only only extraordinary circumstances justify deviation from a simple strategy?
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Don’t Get Sacked – Super Bowl Version LIV
February 1, 2020
Preston McSwain
How can you win in the game of investing? Tips from the NFL.
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Relative Alpha®
January 10, 2020
Preston McSwain
An investment strategy that produces consistent Relative Alpha®.
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Bungled Benchmarking
December 20, 2019
Preston McSwain
When comparing different types of investments, check to make sure apples are not oranges.
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Do Index Funds Make Active Funds Better?
December 3, 2019
Preston McSwain
Research suggests index investing makes active managers better.
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