Getting good planning advice is very important. But recognize the difference between solid planning and forecasting. Forecasts and stock gurus often just distract us from the real task at hand.
We can design financial plans and portfolios to suit our best current understanding of how financial markets tend to work and what we want to achieve over the coming years, and when things change, we can adapt. We need to be able to turn to trustworthy professionals who know us not some stranger on a cable TV show or a writer in a magazine. We need to focus on our personal economy and stop worrying about the global one. Let’s not forget why we are so focused on our financial security. We want to be happy and provide a good life for our loved ones. Financial decisions are almost always life decisions. Before you decide on your financial goals, you need to choose your life goals.
We help people make smart decisions about money so they can build and protect their wealth over time.