Our Investment Philosophy
- We Follow the Science of Investing
- We Believe in Global Diversification
- We Do Not Time the Markets
- We Do Not Speculate
- We Emphasize Low Cost & Tax Efficiency
- We Are Disciplined & Ignore the Noise
Most importantly, we focus on what we can control.
Click here to receive our guidebook “Pursuing a Better Investment Experience.” This will teach you some of the key principles from the science of investing that will help improve your odds of investing success.
10 Attributes of Great Financial Advisors
Silicon Valley Bank
Forecast, Wish, Worry: Matthews + Associates
So What’s Your Plan for the Bear Market?
What Happens When You Fail at Market Timing?
Worried About Stocks?; Why Long-Term Investing Is Crucial
We Continue to Stick with What Works; Not What is Sexy
Is It Time to Sell Stocks?
The Bumpy Road to the Market’s Long-Term Average
December 15, 2021
Our process is designed to help you make an educated and informed decision about working with our firm before you ever trust us with a penny of your hard-earned income. We promise you will never face “a hard close” when meeting with us.