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Conflicts of interest
Ignoring Fees Doesn’t Beat the Market
August 21, 2017
Preston McSwain
A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.
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Trust and Fiduciary Services: Questions to Consider
May 9, 2017
Preston McSwain
Many firms don’t charge their clients for trustee, fiduciary, or planning services. In many cases, their clients get what they pay for.
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Are Hedge Funds Prudent for Taxable Investors?
August 27, 2015
Preston McSwain
When you put fees and taxes together, you get a sense of just how skilled a hedge fund manager has to be to generate meaningful returns for a taxable investor.
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Pavlov’s Brokers?
July 18, 2015
Preston McSwain
Does Pavlov explain a great deal of the way traders and brokers behave on Wall Street?
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Is Bad For Business Sometimes Good?
July 9, 2015
Preston McSwain
Many traditional asset management firms are resisting change that will come if they are held to a true fiduciary standard.
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