What We Do
Investment Advisory Services
Who We Are
Our Fiduciary Pledge
How We Invest
Questions To Consider
Insights and Research
Staying Disciplined and Avoiding Unforced Errors
January 11, 2023
The track records of many successful professionals can be attributed to keeping it simple and avoiding unforced errors
The Same Thing – Over and Over
October 11, 2021
The best long-term strategy is to stick to your long-term strategy.
Don’t Get Sacked – Super Bowl Version LV
February 7, 2021
How are investing and the NFL similar?
What Needs to Change?
December 15, 2020
Tommi Johnsen, PhD and Preston McSwain
Do individual investors need to change and invest like endowments?
Is Bad For Business Sometimes Good?
July 9, 2015
Many traditional asset management firms are resisting change that will come if they are held to a true fiduciary standard.
Don’t Be A Sheep
May 27, 2015
Many otherwise rational adults act like herd animals when it comes to investing.