What We Do
Wealth Counseling
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Who We Are
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Research Roundtable
How We Invest
Our Fiduciary Pledge
Investment Approach
Questions To Consider
Our Transparent Approach
Insights and Research
Performance Measurement
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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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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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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