• Steve Martin

117 Things We Do for Our Clients - Number 15 - Stay Up to Date on Changes in the Investment World


We help you stay up to date on changes in the investment world.


Advising yourself regarding your investments is similar to representing yourself in court or doing your own tax return.

You can do these things yourself, but the cost of mistakes made because of inexperience or lack of education could very well exceed the savings of not hiring a professional. These mistakes can exceed the cost of sound advice by 10, 100, or even 1000 times.

As a team, we have amassed years of formal investment education, advanced degrees and professional designations as well as many years of combined experience.

We continue to monitor academic research and changes in the investment world.

We help you live life doing what you want to do, rather than having to spend hours researchingon the internet and reading lots of financial newsletters.



*To see the whole list of "117 Things" in progress, click here.

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