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.

  • Kristine Kolzing
  • Ben Pantalone
  • Josh Kommer
  • Ted Parchman
  • Lauren M. Niestradt
  • Christopher M. Meyer
  • Conor Feldmann
  • John S. Evans
  • Steve Condon
  • Guy M. Clanton
  • Kate Brownstein
  • Family Office
  • Private Investments
  • Tax Laws
  • Women's Wealth Counsel

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Kristine Kolzing
Kristine Kolzing   November 9, 2026
Four Life Lessons for More Confident Investing
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Lauren M. Niestradt
Lauren M. Niestradt   October 13, 2026
Forming Your Own Investment Philosophy
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Conor Feldmann
Conor Feldmann   June 16, 2026
Section 351 Exchanges: The Portfolio Cleanup Tool Hiding in the Tax Code
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Ben Pantalone
Ben Pantalone   April 8, 2026
Bond Myths Debunked
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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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