Tag Archives: fees

simplicity is beauty


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Simplicity: most people get understandably confused by all the hype and finance-speak coming out of Wall Street and corporate America. Most successful strategies are ones that people can understand and follow. This requires tuning out much of the news and emotion surrounding finances and following a disciplined, evidence-based investment program. This may sound simple, but it’s not always easy.

Life is

I help people focus on what they can control, like developing a plan for their future, reasonable fees, tax management and diversifying risk. This should help.

Having conversations about what matters most in your life and talking about your dreams and fears  –  help me understand, how I can best help.

So, turn off CNBC and do more of what you love.