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
  • Behavioral Finance
  • Institutional Investing
  • Investment Portfolio
  • Market Volatility

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Christopher M. Meyer
Christopher M. Meyer   January 15, 2025
II: Assembling an Investment Committee
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Josh Kommer
Josh Kommer   January 13, 2025
Understanding Cryptocurrencies: Speculation or Investment?
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Steve Condon
Steve Condon   January 9, 2025
The Hidden Value of an Investment Advisor
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Christopher M. Meyer
Christopher M. Meyer   January 7, 2025
I: Understanding the Roles & Responsibilities of a Board
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Ted Parchman
Ted Parchman   January 3, 2025
Rebalancing 101
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Lauren M. Niestradt
Lauren M. Niestradt   September 10, 2024
Will the Election Affect My Portfolio?
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