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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.

  • Courtney M. Weber
  • Ted Parchman
  • Lauren M. Niestradt
  • Christopher M. Meyer
  • Will B. Lundstrom
  • Wayne A. Lippert, Jr.
  • Ryan J. Klekar
  • Scott Keller
  • Brad Felix
  • Conor Feldmann
  • Steve Condon
  • Michael J. Chasnoff
  • Christine L. Carleton
  • Behavioral Finance
  • Economic Issues
  • Investment Portfolio
  • Market Volatility
  • Tax Laws

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Truepoint   December 16, 2021
Rising Inflation, New Legislation, and Your Financial Plan in 2022
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Conor Feldmann
Conor Feldmann   June 15, 2021
Is Your Portfolio Protected Against Inflation?
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Lauren M. Niestradt
Lauren M. Niestradt   April 26, 2021
Understanding Cryptocurrencies: Speculation or Investment?
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Conor Feldmann
Conor Feldmann   March 30, 2021
One Year Later: A Lesson in Behavioral Finance
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Scott Keller
Scott Keller   January 7, 2021
2020 Market Review: Timeless Lessons from a Historic Year
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Conor Feldmann
Conor Feldmann   October 7, 2020
The “Risks” of an Election Year
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