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By working as a fiduciary, our team of advisors place your needs first. There is no sales pitch. There are no smoke and mirrors. Your goals become our goals – it’s that simple.

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Too many investment firms toss around the words optimize and maximize — life is not a mathematical equation and people should not be treated like numbers.

Our plans explore the research-based recommendations but incorporate real life solutions that are unique to needs of the client.

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Look behind the curtain; there’s no Wizard of Oz here. Be on a first name basis with your advisor.

The Learning Center

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“ Hear from industry experts:

Using past performance numbers as a method for choosing mutual funds is such a lousy idea that mutual fund companies are required by law to tell you it is a lousy idea
– Bill Schultheis, author of The Coffee House Investor

“ Hear from industry experts:

Manage all of your financial assets–retirement accounts, taxable account, kids’ college money, emergency money, etc.–as a single portfolio
– Bill Bernstein, author and financial theorist

“ Hear from industry experts:

Asset allocation will never garner headlines, but it is by far the most important portfolio decision you will make.
– Ben Carlson, author of A Wealth of Common Sense

“ Hear from industry experts:

Correlation is the key and secret to diversification’s success.
– Moshe Milevsky, author and distinguished professor

“ Hear from industry experts:

Diversification is not determined by the number of securities held.
– Larry Swedroe, author and investment advisor

“ Hear from industry experts:

Inactivity strikes us as intelligent behavior.
– Warren Buffett, Berkshire Hathaway CEO & Oracle of Omaha

“ Hear from industry experts:

42% of millionaires of this country make less than one transaction per year in their investments.
– Bill Schultheis, author of The Coffeehouse Investor

“ Hear from industry experts:

Any investment method that relies on predicting the future is doomed to fail.
– Chandan Sangupta, author and MBA professor

“ Hear from industry experts:

The only function of economic forecasting is to make astrology look respectable.
– John Kenneth Galbraith, famous economist

“ Hear from industry experts:

Investors desperately want to believe they can time the markets, but the statistics tell a different story.
– Liz Ann Saunders, Chief Investment Strategist for Schwab

“ Hear from industry experts:

Our research on individual mutual funds says that it’s impossible to identify true winners on a reliable basis, even if one ignores the costs that active funds impose on investors.
– Eugene Fama, author, professor, and Nobel Prize winner

“ Hear from industry experts:

Do nothing. I think all of this market timing is statistically unfounded. I don’t trust it. You may avoid a downturn, but you may also miss the rise. Choose the risk tolerance you’re OK with and hold tight.
– Eugene Fama, author, professor, and Nobel Prize winner

“ Hear from industry experts:

Once you start to try and trade the market, I don’t care how good you are, how smart you are, you will not beat an index fund.
– Alan Greenspan, former Chairman of the Federal Reserve

“ Hear from industry experts:

Simplicity is one of the greatest–but in my view, woefully underrated–virtues when managing a portfolio.
– Christine Benz, Morningstar Director of Personal Finance

“ Hear from industry experts:

Investors find it hard to believe that ignoring the vast majority of investment noise might actually improve their performance.
– Richard Bernstein, Merrill Lynch strategist

“ Hear from industry experts:

The five ascending levels of intellect are: smart, intelligent, brilliant, genius, simple.
– Albert Einstein

“ Hear from industry experts:

People should stop chasing performance and just put together a sensible portfolio regardless of the ups and downs of the market.
– David Swensen, Yale Endowment Fund Manager

“ Hear from industry experts:

Diversification is about accepting good enough while missing out on great but avoiding terrible.
– Ben Carlson, author of A Wealth of Common Sense

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