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Insights and Research
Transparency
Fallible Forecasts?
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.
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Cash Flow – Nothing More
October 5, 2019
Preston McSwain and James Cornell
Considering that the industry is generally playing with other people’s money, should this old rhythmic verse by played over and over again?
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Why We Don’t Make Forecasts
April 4, 2018
Preston McSwain
How many times did the Wall Street consensus predict a market drop? "A spectacular zero."
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Absolute Value and Transparency
October 5, 2015
Preston McSwain
If you listen to what clients say, they consistently want goal-oriented advice that simplifies their lives and offers peace of mind.
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