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Insights and Ideas
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.
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.
Do The Kingmakers Have Clothes?
April 19, 2021
Elisabetta Basilico, PhD, CFA and Preston McSwain
Do investment manager selection kingmakers have any clothes? We will let you make your own conclusions.
Private Investment Questions and Issues to Consider
April 9, 2021
It is important to have a good team, a thoughtful process, constantly examine assumptions, and to maintain a disciplined, diversified, long-term plan.
How to Actively Add Value
February 5, 2021
Joachim Klement, CFA and Preston McSwain
Maybe we just need to be more open – more transparent about our ability?