When it comes to investing, we follow these core tenets to keep our clients on the path to financial freedom.
- Create an investment plan to fit your needs & risk tolerance
- Buy & hold for the long term
- Diversify globally through asset classes & sectors
- Manage expenses, turnover, & taxes
- Do not attempt to time the market
- Do not chase past performance
- Stay disciplined through market dips & swings; avoid emotional investing