Time in the market & The folly of market timing

Stock picking and timing the market have proven to be very difficult and ultimately losing strategies for investors. Time in the market is the most important element of investment success in our view. 

Tailored Investment Plan

Our portfolios currently use low cost globally-diversified Exchange-Traded Funds (ETFs) and are tailored based on individual goals. 

Ongoing monitoring and rebalancing are staples of our offering. Selling winners and buying losers over the long run can help boost returns.    

Taxable accounts have tax loss harvesting features that minimize taxes and help boost after-tax returns. 

TRANSPARENT & LOW FEEs

We have no account minimums, trading fees, transaction fees or upfront costs. 

Transparency is a core tenet of our practice as well as simplicity. Keeping costs under control will always be an area of focus when it is possible. 

The Exchange-Traded Funds (ETFs) that are used carry expense ratios from as low as .05% to .36%

 

 

0.55%-0.75%

ANNUAL FEE BASED ON ASSETS

 To learn more, schedule a free, no commitment call today.


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