What We Do
Wealth Counseling
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Who We Are
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How We Invest
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Questions To Consider
Our Transparent Approach
Insights and Research
Peace of Mind
Don’t Get Sacked – Super Bowl Version LV
February 7, 2021
Preston McSwain
How are investing and the NFL similar?
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What Needs to Change?
December 15, 2020
Tommi Johnsen, PhD and Preston McSwain
Do individual investors need to change and invest like endowments?
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Don’t Put Yourself in a Corner
November 2, 2020
Joachim Klement, CFA and Preston McSwain
Have A Margin of Certainty “If you are a smart and experienced investor you know there is always a ‘but’ somewhere.” – Joachim Klement, CFA “You
[…]
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What Should Investors Do?
March 20, 2020
Preston McSwain
Nothing is different related to the long-term effectiveness of simple diversified plans.
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Cash Flow – Nothing More
October 5, 2019
Preston McSwain and James Cornell
Considering that the industry is generally playing with other people’s money, should this old rhythmic verse by played over and over again?
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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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