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Insights and Ideas
Don’t Let Your Portfolio Get Sacked
February 6, 2016
Preston McSwain
Is winning really defined by outperforming the other guy or is it about reaching goals on behalf of your family?
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Groundhog Day
February 2, 2016
Preston McSwain
Unfortunately, research suggests that the wizards of Wall Street often have about as much predictive power as the Wizard of Oz and as much success in predicting the future as groundhogs.
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Talking Heads
January 26, 2016
Preston McSwain
Headlines from Wall Street talking heads don't often help investors make constructive decisions.
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Your Brain On The Market
January 22, 2016
Preston McSwain
Your brain gets fried on drugs, but also on the market.
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Absolute Value and Transparency
October 5, 2015
Preston McSwain
If you listen to what clients say, they consistently want goal-oriented advice that simplifies their lives and offers peace of mind.
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What’s In A Name?
September 12, 2015
Preston McSwain
What's in a name? Maybe more fees that you realize.
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