We believe the best work is done through collaboration. Within our team, with our clients. Principles in practice together.
Below are our key conclusions when considering rebalancing as part of an overall investment management: Developing asset allocation through a thoughtful understanding of the individual client remains the most important factor. Unemotional investment decisions are essential. Rebalances are essential for long-term asset management but are not the leading factor. At the beginning of most … Continued
As an advocate for our clients’ finances we spend a lot of time talking with clients about the decisions they make and how feelings can affect decision making. I have told many clients that a good financial planner should be part investment-guru, part planning-guru, part-sounding board, and part-therapist. All kidding aside, with most of our … Continued
When we meet with a new client, one of our tasks is to determine an appropriate asset allocation for the funds they invest. At a very basic level, the question we are trying to answer is “what percentage of the investment portfolio will be comprised of equities (stocks), and what percentage will be fixed-income (bonds)?” … Continued