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Wealth Planning
Putting the Pieces Together
Estate Planning
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Risk Management
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Investment Management
A Time-Tested Process for Managing your Assets
Tax Planning
A Comprehensive Approach to Your Taxes
Executive Planning
Helping Executives Make Wise Financial Decisions
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Wondering If You're Paying Too Much in Taxes?
Let us take a look — risk-free. Upload your tax return and we'll provide a free, personalized analysis that shows where you may be missing deductions, credits, or other planning opportunities. We synthesize your tax documents to map where and how your money could flourish with Roth conversions, tax-efficient withdrawals, charitable giving, and much more.
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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
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In investing, what is comfortable is rarely profitable.
— Robert Arnott
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Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.
— Sir John Templeton
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Your success in investing will depend in part on your character and guts, and in part on your ability to realize at the height of the ebullience and the depth of despair alike that this too shall pass.
— John Bogle
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You make most of your money in a bear market, you just don’t realize it at the time.
— Shelby Cullom Davis
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If you watch a basketball game and at the end of the game the score is 105 to 95, no one says, wait a second, in the third quarter, you lost 28 to 18. What was the story in the third quarter?
— Peter Lynch
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The stock market is filled with individuals who know the price of everything, but the value of nothing.
— Philip Fisher
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There are two kinds of losses. A loss of capital and a loss of opportunity; but there will always be another opportunity if you protect capital.
— Louise Yamada
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Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.
— Paul Samuelson
FINANCIAL PLANNING VISUALIZED
Download four of our most popular guides and checklists:
- What Accounts Should I Consider If I Want to Save More?
- What Documents Do I Need To Keep On File?
- What Issues Should I Consider Before I Retire?
- What Issues Should I Consider Before The End Of The Year?
See how we use flowcharts and checklists to systematize our processes and help our clients
navigate complex topics and strategies. Download your copy today.
