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.

  • Ben Pantalone
  • Josh Kommer
  • Ted Parchman
  • Lauren M. Niestradt
  • Christopher M. Meyer
  • Conor Feldmann
  • John S. Evans
  • Steve Condon
  • Guy M. Clanton
  • Kate Brownstein
  • Behavioral Finance
  • Economic Issues
  • Family Office
  • Institutional Investing
  • Investment Portfolio
  • Private Investments
  • Risk Management

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Josh Kommer
Josh Kommer   February 20, 2026
Are Private Investments Right For You?
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Ted Parchman
Ted Parchman   January 13, 2026
Is Gold a Good Long-Term Investment?
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Josh Kommer
Lauren M. Niestradt
Josh Kommer and Lauren M. Niestradt   October 9, 2025
Understanding Bonds and Their Purpose in a Portfolio
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Josh Kommer
Josh Kommer   July 14, 2025
Understanding Private Credit
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Conor Feldmann
Conor Feldmann   June 4, 2025
Is Your Portfolio Protected Against Inflation?
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Christopher M. Meyer
Christopher M. Meyer   May 27, 2025
VIII: Implementing Processes to Mitigate Principal-Agent Problems
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