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.

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  • Behavioral Finance
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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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Ben Pantalone
Ted Parchman
Ben Pantalone and Ted Parchman   May 23, 2025
The Case for Global Diversification
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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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