What We Do
Wealth Counseling
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Who We Are
Our Team
Research Roundtable
How We Invest
Our Fiduciary Pledge
Investment Approach
Questions To Consider
Our Transparent Approach
Insights and Research
Insights and Ideas
The Certain Drag on Performance – Taxes
January 26, 2024
Charlie Henneman, CFA and Preston McSwain
Is the management of taxable assets without considering taxes a scandal?
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Will the Real Alphas Stand Up?
October 16, 2023
Elisabetta Basilico, PhD, CFA and Preston McSwain
Does our industry use too much Greek?
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The Road Less Traveled – Simple Alternatives
March 4, 2023
Preston McSwain and Ryan Larson, CFA, CAIA
What may be thought of as a different type of edge – a simple investment alternative.
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Is Top Manager Performance A Random Walk?
January 27, 2023
Charlie Henneman, CFA and Preston McSwain
What the data says at the 50th anniversary of Malkiel's Random Walk Down Wall Street.
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Questioning the Illiquidity Premium
January 14, 2023
Tommi Johnsen, PhD and Preston McSwain
Should investors discount the possibility of an illiquidity premium – potentially significantly?
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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
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