Investment Papers

As part of our investment process, we have written a number of research oriented white papers and topic oriented commentaries. They reflect our thinking and how we select investments and manage client accounts.

Investment Consulting Team

Jim White

Jim White

Chairman

Goodloe White, CFA

Goodloe White, CFA

President

Brooks Blair

Brooks Blair

Analyst

Investment Consulting Insights

Are a Few Low-Cost Investment Options Enough?

Some 401k Plan Sponsors have taken the approach of providing a broad range of investment options hoping that providing a...

Should I Check the Per Stirpes Box?

Many people save for retirement in a defined-contribution retirement plan (like a 401k) or an individual retirement account (traditional or...

Effects of Automatic Enrollment in Plan Design

In our recent investment commentary, we highlighted research regarding plan design and plan participants.  The research clearly highlights the effects...