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“I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.”  Warren Buffett

The manner in which investments are distributed to different asset classes (stocks, bonds, cash, real estate, alternative investments, etc.) is universally recognized by experienced portfolio managers as the primary determinant of long-term investment returns. We help clients set allocations based on their unique and personal financial objectives, cash flow requirements, time horizon, risk tolerance, and tax situation. Through a systematic discussion and analysis of these variables, we build a strategic, long-term allocation that is completely customized — no two are alike. Over time, we may re-balance the portfolio to maintain desired allocations, make short-term adjustments to respond to market conditions, or revise the allocation to reflect changes in circumstances or goals.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

 "Buy when everyone else is selling and hold when everyone else is buying. This is not merely a catchy slogan. It is the very essence of successful investments."  J. Paul Getty

Is Your Portfolio Hedged Against A Growling Bear?

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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.

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