What We Do
Wealth Counseling
Investment Advisory Services
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Who We Are
Our Team
Research Roundtable
Our Fiduciary Pledge
How We Invest
Investment Approach
Questions To Consider
Insights and Research
Insights and Ideas
What Would Yale Do If It Was Taxable?
May 2, 2015
Preston McSwain
Invest in index funds.
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Say It Ain’t So, Joe
April 19, 2015
Preston McSwain
I fundamentally believe that people who work harder should have an advantage. But success in investing is about working smarter.
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Is Trying to Pick Active Managers a Loser’s Game?
April 17, 2015
Preston McSwain
Simple solutions outperform many complex strategies without compromising simplicity, transparency, or peace of mind®.
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If We Had A Chief Economist We Would Have to Pay Them
April 4, 2015
Preston McSwain
If we paid someone, we'd be compelled to listen to them.
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Fiduciary Wealth Partners Reading List
March 29, 2015
Preston McSwain
We hope you find this list of books useful, and that it sparks healthy debate.
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Transparency, Simplicity and Peace of Mind®
February 2, 2015
Preston McSwain
We believe that more time spent on simplicity, transparency and creating peace of mind increases trust.
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