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Jana Burke

Communications Director

Sheila Whitten

Operations Director

Emily Boyd

Process Director

Cosmo Boyd | Nov 2, 2021

Prufrock Ponders Total Return

ROI

Investing

Prufrock wants to question total return as the exclusive foundation of equity analysis and measurement. That will not be easy to do.

Cosmo Boyd | Nov 2, 2021

The Lifeboat Drill

Investing

Every investment plan needs to be attached to a roadmap.

Cosmo Boyd | Nov 2, 2021

Cosmo's Investment Strategy

Investing

Financial Planning

Finally, an investment strategy that makes sense.

Cosmo Boyd | Nov 2, 2021

Portfolio Performance

Investing

Those who judge their portfolio by its performance relative to some narrow benchmark are focusing on an issue that is largely irrelevant to their ultimate

Ben Reynolds | Nov 2, 2021

Investing Near and During Retirement

Retirement

Investing

Investors in or near retirement should invest differently than they did in their 30's or 40's. That's because retirement creates different portfolio needs.

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