What We Do
Wealth Counseling
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Who We Are
Our Team
Research Roundtable
How We Invest
Our Fiduciary Pledge
Investment Approach
Questions To Consider
Our Transparent Approach
Insights and Research
The Triumph of Hope Over Experience?
November 1, 2019
Preston McSwain
Before investing more in Venture Capital and Private Equity, would investors be wise to spend more time on reports like these?
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Fallible Forecasts?
October 14, 2019
Preston McSwain
With so much evidence against the use of forecasts, why do investors listen to them? Maybe the best investors don’t.
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Cash Flow – Nothing More
October 5, 2019
Preston McSwain
Considering that the industry is generally playing with other people’s money, should this old rhythmic verse by played over and over again?
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Are Selectors Good at Selecting?
September 27, 2019
Preston McSwain
A large business exists on the premise that advisors can select the best of the best. The big question is whether “selectors” are good at “selecting.”
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Every Year Can Not Be Good
September 15, 2019
Preston McSwain
Conditions are often out of our control and can change rapidly. Be prepared and stay broadly diversified. Don’t reach for returns.
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Are We Baking Portfolios with Bad Ingredients?
September 12, 2019
Preston McSwain
Just one mistake in the measurement of your ingredients and your bread can wind up with no bread-like qualities at all. Investing can be the same.
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