What We Do
Wealth Counseling
Investment Advisory Services
Family Governance
Who We Are
Our Team
Research Roundtable
Our Fiduciary Pledge
How We Invest
Investment Approach
Questions To Consider
Insights and Research
Simplicity
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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Trillions of Influence
October 13, 2020
Preston McSwain and Elisabetta Basilico, PhD, CFA
Do investment influencers consistently add value?
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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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Do You Need to Join the Endowment Club?
February 12, 2020
Preston McSwain
Do only only extraordinary circumstances justify deviation from a simple strategy?
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Relative Alpha®
January 10, 2020
Preston McSwain
An investment strategy that produces consistent Relative Alpha®.
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Bungled Benchmarking
December 20, 2019
Preston McSwain
When comparing different types of investments, check to make sure apples are not oranges.
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