Who We Are

Who We Are

Investors who manage to make some money over time are may be unaware just how much they’ve lost in hidden fees and how much more they could have made following low-cost, proven strategies based on the work of Nobel Prize winning economists instead of feeding the Wall Street beast. Investors who fare poorly often blame themselves, unaware they deserve far better.
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Coaching vs. Planning

Coaching vs. Planning

Ask someone their philosophy on religion or politics and we notice they tend to be quick and clear on exactly where they stand; when we ask uncoached or poorly coached investors the same question about their financial philosophy, we tend to get random, vague responses that change with economic weather. As coaches, our goal is to help clients clearly define their long-term financial philosophy so they understand the “why” of the strategy we help them develop.
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Investor Awareness Guide

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