Making Sure You Have Time for What Matters

Value promise

Value promise

Planning, Advice & Accountability

  • We will coordinate the activities of all your financial, tax, insurance and legal professionals on your behalf so that they work in concert, ensuring you get the best advice from each.

  • You may have more accounts with more institutions than is necessary to achieve your goals.  We will consolidate your financial affairs, reducing the complexity, so you can easily understand it all.

  • We will address any gaps in your planning and take care of whatever important tasks need to get done so that your financial house is in perfect order.

  • We will create a clear, actionable plan that will simplify your life, so you can focus on more important things than managing your money.

  • We will hold your experts accountable to give you the best advice for your financial situation, and we will hold you accountable to do your part by implementing their recommendations.

10 client deliverables

10 client deliverables

Our team

“THE BEHAVIORAL INVESTOR” BLOG

This Too Shall Pass

What will cause the end of the nearly 10-year-old bull market? Will it be trade wars, rising interest rates, elections or plain old age? The reason doesn’t matter, because this too shall pass. Once the next bear market arrives and runs its course, the equity market will resume its permanent advance of both values and dividends.

Too Little, Too Much, Too Many

In these uncertain times, what’s wrong with a portfolio consisting of 60% stocks and 40% bonds? Such “balanced” portfolios seek to reduce volatility by including income-generating investments and accepting moderate growth of principal.

What Price Certainty?

As humans, we have a fundamental, biological need for certainty. The catch is that investors pay a very high price for this certainty. Inevitably, the biggest behavioral challenge for all investors is to practice rationality in the face of uncertainty.

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