Worried about investing? Take a hike! If I can trust somebody out there—at that level—then I have made a huge step forward in entrusting your money with them as well.Read More
On Earth Day, 2019, we launched a three-part plan to do our part to increase our client experience, and help the planet, too. GO PAPERLESS First, it’s never been easier to go paperless with your investments. Click here to save thousands of pages of print (and hassle) per year. Chad Harmon collects 6 months of...Read More
Our overall philosophy of investment advice is goal-focused and planning-driven, as sharply distinguished from an approach that is market-focused and current-events-driven. Every successful investor we have ever known was acting continuously on a plan. Failed investors, in our experience, get that way by reacting to current events in the economy and the markets. We neither...Read More
Timeless insight from September, 2018. I read an article in the Wall Street Journal that reminded me of our speaker and researcher, Dr. Howard. “A Better Way to Think about Portfolio Rebalancing,” by Meir Statman, describes it well. Mr. Statman says “risk isn’t about volatility; it’s about not satisfying wants.” What could be more risky,...Read More
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