What We Do
Investment Advisory Services
Who We Are
Our Fiduciary Pledge
Values and Community
How We Invest
Our Investment Approach
Questions To Consider
Insights and Ideas
October 14, 2019
Maneesh Shanbhag, CFA and Preston McSwain
With so much evidence against the use of forecasts, why do investors listen to them? Maybe the best investors don’t.
Why We Don’t Make Forecasts
April 4, 2018
How many times did the Wall Street consensus predict a market drop? "A spectacular zero."
March 25, 2018
Normal is the market going up and down in a manner that can be unnerving over short-term periods.
February 2, 2016
Wall Street's daily Groundhog day
June 10, 2015
The best ideas often from keep-it-simple “rock science”, not rocket science.
No Crystal Balls – Just Peace Of Mind
May 15, 2015
Market prognosticators are never in doubt, but often wrong.