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
  • Conor Feldmann
  • Steve Condon
  • Guy M. Clanton
  • Michael J. Chasnoff
  • Christine L. Carleton
  • Kate Brownstein
  • Institutional Investing
  • Seniors & Aging

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Christopher M. Meyer
Christopher M. Meyer   October 26, 2023
V: Establishing Effective Oversight Structures
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Guy M. Clanton
David J. Bross
Guy M. Clanton and David J. Bross   October 20, 2023
Navigating an Aging Parent’s Finances: Using the Family Meeting Model for Long-Term Care Decisions
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Christopher M. Meyer
Christopher M. Meyer   August 21, 2023
IV: Recognizing the Challenges Confronting Investment Committees
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Christopher M. Meyer
Christopher M. Meyer   July 14, 2023
III: Effective Investment Processes
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Christopher M. Meyer
Christopher M. Meyer   June 22, 2023
II: Assembling an Investment Committee
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Christopher M. Meyer
Christopher M. Meyer   March 23, 2023
I: Understanding the Roles & Responsibilities of a Board
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