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
Performance Measurement
Once Famous?
July 3, 2021
Charlie Henneman, CFA
Is our industry is full of people famous for being right once in a row?
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The Simple Alternative
February 19, 2021
Charlie Henneman, CFA, Sloane Ortel and Preston McSwain
Should we work harder on being simple?
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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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Do Index Funds Make Active Funds Better?
December 3, 2019
Elisabetta Basilico, PhD, CFA and Preston McSwain
Research suggests index investing makes active managers better.
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The Triumph of Hope Over Experience?
November 1, 2019
Preston McSwain
Before investing more in Venture Capital and Private Equity, would investors be wise to spend more time on reports like these?
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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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