History
Our mission is to build a firm on the foundations of integrity, prudence, and transparency while emphasizing the importance of true risk management. The novel idea of voicing all sides of the investing story, educating investors allowing everyone we touch to make fully informed decisions. After nearly 23 years, splitting time between the institutional side as well as private wealth management, starting at a boutique investment bank, finally leaving one of the larger brokerage firms in the country post acquisition, I have seen this business from a collective of different vantage points most industry veterans will never know.
Philosophy
Shoshin - A word used in Zen Buddhism meaning “beginners mind”. It describes an attitude of openness, eagerness and lack of
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Our Process
All too often, we allow “the law of the instrument”, our learned biases, coupled with outside influences, i.e. the cognitive bias’s
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Investment Approach
The financial industry preaches to investors the need to stay fully invested while utilizing diversification and asset allocation as their primary
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Income Planning
The law of the Instrument is a cognitive bias that involves an over-reliance on a familiar tool. “I suppose it is
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Latest News
November 2024: I have NEVER liked bullies…
Bullies “Here’s the thing: I can’t remember a time where the Fed’s forecasts were accurate, the “dots” are literally perpetually...
Q3 2024: The more things change: redux!!!
“The more things change … redux! In November of 2019 we opened with the adage, the more things change, the...
September 2024: Passing the tourch!!!
Passing the torch… “You are the accumulation of everything you have learnt from your mother and father, and a whole...
August 2024: Family Matter!!!
Family Matters… If you’re a product of the 1990’s, reading those two words might spawn flashbacks of Policeman Karl Winslow,...
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