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.

  • Josh Kommer
  • Ted Parchman
  • Lauren M. Niestradt
  • Christopher M. Meyer
  • Conor Feldmann
  • John S. Evans
  • Steve Condon
  • Guy M. Clanton
  • Kate Brownstein
  • equity compensation
  • Family Office
  • Institutional Investing
  • Investment Portfolio
  • P&G Employees
  • Private Investments
  • Stock Options

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Josh Kommer
Josh Kommer   February 10, 2025
Are Private Investments Right For You?
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Christopher M. Meyer
Christopher M. Meyer   February 7, 2025
IV: Recognizing the Challenges Confronting Investment Committees
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John S. Evans
John S. Evans   February 2, 2025
Stock Options and RSUs: What You Should Know
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Lauren M. Niestradt
Lauren M. Niestradt   January 30, 2025
Things to Consider When Exercising Stock Options
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Conor Feldmann
Conor Feldmann   January 27, 2025
Reviewing 2024 and Previewing 2025: Perseverance, Concentration, and Valuation
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Christopher M. Meyer
Christopher M. Meyer   January 21, 2025
III: Effective Investment Processes
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