Details Are Part of Our Difference
David Booth on How to Choose an Advisor
20 Years. 20 Lessons. Still Taking the Long View.
Making the Short List: Citywire Highlights Our Research-Driven Approach
The Tax Law Changed. Our Approach Hasn’t.
Tag: take the long view
Immitation is Flattery

“Bad news and ill omens can make the market appear riskier than many investors would prefer,” wrote Vanguard in their recently published lessons on their website. “But if you take the long view, things might not seem so bad.” We love that Vanguard, the second-largest mutual fund company on the planet, used our trademarked phrase. Obviously, we agree.
1 Minute Version of TLV
How do we explain Take the Long View? Watch this 1-minute video for the answer.
Podcast Episode – Setting Your Children Up for Success

What’s the opposite of spoiled? We get after the questions surrounding kids and money with Marilyn Wecther, returning guest from our very first episode. Marilyn has over 35 years of experience as a wealth counselor and financial therapist. In this episode, she talks about how to raise young people to grow up to have a strong, positive relationship with money.
From allowances, to credit cards, to paying for college (or not), Marilyn covers many of her best tips. Initial reviews say this is one of the best episodes, especially as families head back to school! Listen now.