Click on the video for a tutorial on how to use the online client portal on a personal computer. The client portal is a secure, private website that provides you […]
A donor-advised fund, or DAF, is a giving vehicle established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax deduction and then recommend […]
Our quarterly market research summary is short, concise, and actionable. There’s a graph or chart along with the relevant questions: “What does it mean?” and “What should I do?” The […]
Our attached quarterly market research summary is short, concise, and actionable—It is only three pages long. There’s a graph or chart on each page, and there are two short text […]
Your typical experience in an actively managed mutual fund is to under-perform the exchange traded fund (ETF) that tracks the most relevant benchmark while paying higher fees and taxes. For […]
Have you ever wished you handled a past situation differently? I have a very talkative inner critic. Most of the time, this critic’s good intention is to push me to […]
Our Unique Approach The goal of our investment process is to take the emotion out of investing by using a disciplined process to risk management. Having extensive trading experience provides […]
With the rise of exchange-traded funds (ETFs), advisors like us can now provide you with the portfolio you need while avoiding expensive actively managed mutual funds. We play the role […]
