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
Insights and Ideas
Are Selectors Good at Selecting?
September 27, 2019
Elisabetta Basilico, PhD, CFA
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 and Tommi Johnsen, PhD
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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Private Equity Access: Do We Need More or Should We Beware?
June 25, 2019
Preston McSwain
Do more investors need access to private investments or should we beware?
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21 Tips On How To Evaluate An Investment Adviser
May 26, 2019
Erik Marr and Preston McSwain
Questions and Answers We Think Are Important How can investors win when at the table with Wall Street dealers – the big investment firms that can
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Outperformance in Down Markets 100% of the Time?
January 4, 2019
Preston McSwain
How could an investor have outperformed 100% of the time in the longest bear markets?
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