The key to wealth management
The origin of all wealth is threefold: personal initiative, hard work and thrift. Tell us the percentage of income you’re putting away, and we’ll tell you whether you’re on track to reach your financial goals. If you are retired, tell us your distribution rate and we’ll tell you if you’re going to make it or not.
Your total lifetime investment returns come mostly from three values (faith, patience and discipline) and three practices (asset allocation, diversification and rebalancing). Selection and timing are the work of the culture and the devil.
If you doubt this or think there's more, we’d love to chat with you. The call, the couch and the coffee are free. Contact us today to learn more.