OVERVIEW

Investing can be simple, or investing can be incredibly complex.  We are here to keep it simple for you. You will know what you own, how much we are charging you, and how much every investment you own costs. It will be on page one of any proposal we make to you.

We ignore the talking heads and so should you. If anyone on TV is telling you what to do, they aren't there for you. They are there for the ratings and we can prove it.

The world is ending!

This chart shows every major event that should have sunk the market for the last 52 years, according to the media.  Instead, money invested in the stock market has increased 18 times.

Scare Tactics/ record high DEBT

Household debt at record high

Reality

Household debt low vs assets

after tax corporate profit

After tax corporate profits and cash

PRIVATE PAYROLLS

Private payrolls, monthly change

PART-TIME vs FULL-TIME

Part vs full-time employment

A Final Thought

A solid portfolio shielded from volatility doesn’t always have a lot of allure, but that’s the point. When you give up on speculating in the market, you aren’t missing out on gains, you are making the best long term decision you can for your family.

It’s just like the obesity crisis “the problem isn’t that there’s a shortage of gyms or nutritional information, its that donuts taste better than broccoli.” -Dr. Daniel Crosby, The Laws of Wealth.

Having an advisor in your corner is an important check to have in place to help you manage emotional decisions.