Our Primary Role is to be Your Advocate, focusing on what is most important to you, and advising you on the actions you must take to have the opportunity toward achieving your goals. The Success of Your Investment Planning is measured by whether or not your goals have been met. Success should not be measured against an arbitrary standard or index. The goal is to maximize your after-tax wealth, net of fees, consistent with your risk tolerance and need for income.
The best way to measure your investing success is not by whether you're beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.
- Benjamin Graham
Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.
- Peter Lynch
You make most of your money in a bear market, you just don’t realize it at the time.
- Shelby Cullom Davis