Sophisticated Financial Advice, Delivered with Simplicity

Financial Planning, Investment Management & Sophisticated Advice

  • We will coordinate, consolidate, and simplify every aspect of your financial life. You’ll get succinct, intuitive reports, including an Asset Map and a date- and dollar-specific Financial Plan, and we will update these regularly.

  • Sage guidance against making the “big mistakes,” especially panic selling during falling markets, will typically be worth many multiples of our advisory fees over the long term. We will help you stick to a simple, well-constructed financial plan that works for you.

  • The investment portfolio that we create for you is the medium to fund your Financial Plan. Guided by our intuitive asset allocation methodology, you will understand exactly what you own and why you own it.

  • We will coordinate, consolidate, and simplify every aspect of your financial life. You’ll get succinct, intuitive reports, including an Asset Map and a date- and dollar-specific Financial Plan, and we will update these regularly.

  • Sage guidance against making the “big mistakes,” especially panic selling during falling markets, will typically be worth many multiples of our advisory fees over the long term. We will help you stick to a simple, well-constructed financial plan that works for you.

  • The investment portfolio that we create for you is the medium to fund your Financial Plan. Guided by our intuitive asset allocation methodology, you will understand exactly what you own and why you own it.

ESSENTIAL INFORMATION

Value promise

Value promise

Our team

“THE BEHAVIORAL INVESTOR” BLOG

Roth IRA Conversion: 2020’s Unique Opportunity

Benjamin Franklin reminded us that nothing is certain but death and taxes. As a result of the blowout of the federal fisc in response to the coronavirus pandemic, it now appears that higher taxes in the future may be getting closer to a certainty.

Controlling the Controllables

The variables affecting lifetime investment return fall into three categories: those over which we have total control (savings, asset allocation, and investing behavior), those over which we have some control (employment earnings/duration and longevity), and those over which we have no control (public policy and market returns).

What It Takes to Be an Equity Investor

To be a successful equity investor, you have to embrace volatility as the source of the premium returns that equities provide and then leave your investments alone for very long periods of time. Once the next bear market arrives and runs its course, the equity market will resume its permanent advance of both values and dividends.

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