Philosophy

 

Our philosophy on financial planning, investments and life are parallel and connected.  A balance in life and investing is necessary to have lasting success. 

Having clarity of effort and direction fosters success and reduces stress.  Being decisive in looking for and taking advantage of opportunities that present themselves helps any endeavor.  An adaptability to change is essential. 

A willingness to admit mistakes early and take appropriate corrective action allows us to keep on our toes and not compound our errors.  Risks abound in life.  Those risks may not all be avoidable, but through careful planning many of them can be appropriately managed so our financial and physical futures are not irreparably impacted.

We believe that well-chosen, well timed, and regularly monitored investments will be more successful than those that are bought and forgotten.  Thus, long-term success is really the sum of a multiple number of short-term decisions.