What We Do
Wealth Counseling
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Who We Are
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Research Roundtable
How We Invest
Our Fiduciary Pledge
Investment Approach
Questions To Consider
Our Transparent Approach
Insights and Research
Insights and Ideas
The Road Less Traveled – Simple Alternatives
August 30, 2024
Ryan Larson, CFA, CAIA and Preston McSwain
A different type of edge – a simple investment alternative.
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Beware of Sharpe Objects
August 16, 2024
Tommi Johnsen, PhD and Preston McSwain
When Sharpe Ratios presentations look too good, it pays to ask sharp questions.
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Are Most Investment Managers One Hit Wonders?
May 31, 2024
Nayan Brainerd-Ghosh
As someone who is about to continue my studies in the hopes of having a rewarding job in Finance, the data is unsettling.
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The Certain Drag on Performance – Taxes
January 26, 2024
Charlie Henneman, CFA and Preston McSwain
Is the management of taxable assets without considering taxes a scandal?
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Will the Real Alphas Stand Up?
October 16, 2023
Elisabetta Basilico, PhD, CFA and Preston McSwain
Does our industry use too much Greek?
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Is Top Manager Performance A Random Walk?
January 27, 2023
Charlie Henneman, CFA and Preston McSwain
What the data says at the 50th anniversary of Malkiel's Random Walk Down Wall Street.
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