Our compassion for our clients, personal approach to service, and over three decades of experience is what sets us apart from other firms. Our clients are affluent families, corporate executives, and business owners.
They rely on us not only to handle financial complexities, but also to understand what is important to them and provide insights and holistic guidance they won’t find anywhere else.
Financial markets have often rewarded long-term investors. People expect a positive return on the capital they supply, and historically, the equity and bond markets have provided growth of wealth that has more than offset inflation
One of the most common investor mistakes is to worry about missing out on ‘once in a lifetime’ investments. The fear of being left behind often drives poor decisions not grounded by facts. It can be much more dangerous to implement a bad idea than to simply miss out on a good one.
US STOCK MARKETS HAVE ALWAYS MADE A PROFIT OVER A
This is not to say that all new investment ideas are bad, it is just a reminder to be aware of your emotions as you assess new opportunities. With a more passive investment strategy, the emotional aspect of investing can be kept to a minimum. We are here to help take the emotions out of your investing experience to help produce results for you
Past performance is no guarantee of future results. Indices are not available for direct investment. Diversification does not eliminate the risk of market loss. There is no guarantee investment strategies will be successful. Source: Dimensional. Pursuing a Better Investment Experience. MKT-14117 10/21 1894443
Performance of a Balanced Strategy: 60% Stocks, 40% Bonds (Cumulative Total Return
There is a wealth of academic research into what drives returns. Expected returns depend on current market prices and expected future cash flows. Investors can use this information to pursue higher expected returns in their portfolios.