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
Peace of Mind
Staying Disciplined and Avoiding Unforced Errors
January 11, 2023
Preston McSwain
The track records of many successful professionals can be attributed to keeping it simple and avoiding unforced errors
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Still Keeping A Steady Hand
October 7, 2022
Preston McSwain
Every year over the past 10 years we have written a similar letter.
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Recessions – What Should Investors Do?
July 12, 2022
Preston McSwain
The evidence may surprise you.
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What To Do About Inversions
April 3, 2022
Elisabetta Basilico, PhD, CFA and Preston McSwain
It is not easy and requires a lot of active discipline and fortitude.
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Should We Be Tactical?
December 20, 2021
Elisabetta Basilico, PhD, CFA and Preston McSwain
We should be open and humble about our tactical ability to add value.
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It’s All Greek to Me
November 11, 2021
Preston McSwain
Let’s just admit it. Even though we throw around Greek like we grew up in Athens, many in the business don’t always fully track what is being discussed.
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