The financial Planning process helps us identify your goals and resources and then establish steps to harness those resources in pursuit of your goals. Your financial plan will generally cover cash flow and tax planning, risk management, retirement and other goal planning, investment planning, and estate planning. It will do so in a big-picture, holistic way.
Successful investing comes from knowing why you want to invest, accepting that there are no shortcuts, and engaging in a long-term, disciplined process that is guided by empirically-validated knowledge. This is our definition of “grounded wisdom” and this is what we offer.
Our approach to developing and managing investment portfolios is predicated on certain fundamental assumptions with regard to the factors that most influence investment success; among these factors are asset allocation, value criteria, size criteria, fees and expenses.
View a list of books, articles and papers that will help to explain the challenges our economy faces and wisdom to help guide us.