Category: Investing

Conventional investment wisdom suggests that smart people, working diligently and informing themselves with the latest information, can pick undervalued stocks and time the market. Our evidence-based approach and fully transparent investment philosophy recognizes that the hardest work in investing is often emotional and that investor behavior can be the primary determinant of long-term returns.

  • Josh Kommer
  • Ted Parchman
  • Lauren M. Niestradt
  • Christopher M. Meyer
  • Conor Feldmann
  • John S. Evans
  • Steve Condon
  • Guy M. Clanton
  • Kate Brownstein
  • Behavioral Finance
  • Institutional Investing
  • Investment Portfolio
  • Market Volatility

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Christopher M. Meyer
Christopher M. Meyer   April 9, 2025
VII: Understanding Client Retention Principal-Agent Problems
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Lauren M. Niestradt
Ted Parchman
Lauren M. Niestradt and Ted Parchman   April 7, 2025
Understanding Tariffs and Trade Wars
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Lauren M. Niestradt
Lauren M. Niestradt   March 14, 2025
What to Do When Markets Change Direction
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Conor Feldmann
Conor Feldmann   March 5, 2025
Investing’s Holy Trinity
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Christopher M. Meyer
Christopher M. Meyer   March 4, 2025
VI: Understanding Advisor Compensation Principal-Agent Problems
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Christopher M. Meyer
Christopher M. Meyer   February 18, 2025
V: Establishing Effective Oversight Structures
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