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Index funds
The Simple Alternative – Keeps On Winning
March 14, 2022
Mitch Bollinger, CFA, CAIA, Charlie Henneman, CFA and Preston McSwain
The evidence continues to suggest that we should work harder on being simple.
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Trillions – Our Talk With Robin Wigglesworth About Index Funds
January 4, 2022
Preston McSwain
It seems like we have been continuing to have the same debates over and over for almost 100 years.
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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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Do You Need to Join the Endowment Club?
February 12, 2020
Preston McSwain
Do only only extraordinary circumstances justify deviation from a simple strategy?
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Relative Alpha®
January 10, 2020
Preston McSwain
An investment strategy that produces consistent Relative Alpha®.
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