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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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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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Every Day 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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Are We Baking Portfolios with Bad Ingredients?
September 12, 2019
Tommi Johnsen, PhD and Preston McSwain
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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21 Tips On How To Evaluate An Investment Adviser
May 26, 2019
Erik Marr and Preston McSwain
Questions and Answers We Think Are Important How can investors win when at the table with Wall Street dealers – the big investment firms that can
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