What We Do
Wealth Counseling
Investment Advisory Services
Who We Are
Our Team
Research Roundtable
How We Invest
Our Fiduciary Pledge
Investment Approach
Questions To Consider
Our Transparent Approach
Insights and Research
Wealth Management
Staying Disciplined and Avoiding Unforced Errors
January 11, 2023
Preston McSwain
The track records of many successful professionals can be attributed to keeping it simple and avoiding unforced errors
Read More
The Same Thing – Over and Over
October 11, 2021
Preston McSwain
The best long-term strategy is to stick to your long-term strategy.
Read More
Don’t Get Sacked – Super Bowl Version LV
February 7, 2021
Preston McSwain
How are investing and the NFL similar?
Read More
What Needs to Change?
December 15, 2020
Tommi Johnsen, PhD and Preston McSwain
Do individual investors need to change and invest like endowments?
Read More
Is Bad For Business Sometimes Good?
July 9, 2015
Preston McSwain
Many traditional asset management firms are resisting change that will come if they are held to a true fiduciary standard.
Read More
Don’t Be A Sheep
May 27, 2015
Preston McSwain
Many otherwise rational adults act like herd animals when it comes to investing.
Read More
1
2
Next page