What We Do
Investment Advisory Services
Who We Are
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Questions To Consider
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Insights and Research
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.
Perspectives of a Trillion Dollar Investor – Our Conversation with Richard Ennis
January 26, 2022
Preston McSwain and Charlie Henneman, CFA
Reviewing what the data says and letting the chips fall where they may.
Trillions – Our Talk With Robin Wigglesworth About Index Funds
January 4, 2022
It seems like we have been continuing to have the same debates over and over for almost 100 years.
Should We Be Tactical?
December 20, 2021
Elisabetta Basilico, PhD, CFA and Preston McSwain
We should be open and humble about our tactical ability to add value.
It’s All Greek to Me
November 11, 2021
Let’s just admit it. Even though we throw around Greek like we grew up in Athens, many in the business don’t always fully track what is being discussed.
The Same Thing – Over and Over
October 11, 2021
The best long-term strategy is to stick to your long-term strategy.