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.
General
- Investment Philosophy
- Investment Management: What Do We Do?
- Pictures of Risk and Return
- Investment Management Process
- Investment Expenses
Theory
Investment Selection
Investment Consulting Team
Jim White
Chairman
Goodloe White, CFA
President
Brooks Blair
Vice President
Investment Consulting Insights
Traditional Versus Roth Contributions
Overview Which is better, Traditional (Regular) or Roth contributions? The answer mostly depends on current and future tax rates. Regular contributions are deductible from current year income (reducing taxes paid in that year) but any withdrawals are taxable. (Hence why they are often called “tax-deferred.”) Roth contributions do not provide a tax deduction in the... Read More >
