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
SECURE Act 2.0: Highlights for Employers and Savers
The SECURE 2.0 Act was signed into law on December 29, 2022, and the implications for both business owners and savers are prevalent. Some of the important highlights include potential savings for employers, the increased emphasis on Roth options, and the additional savings assistance allowed for savers within plans. The legislation builds on the Setting... Read More >
