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Financial Resources

Our Fifth Principle | Think Long Term

When it comes to important financial decisions, it always feels like we should do something, but as Charlie Munger said: “The big money is not in the buying and selling … but in the waiting.” By designing repeatable processes, controlling our emotions, and putting the wind of time to the back of our sails, we maximize our potential to reach and surpass our goals.

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Our Fourth Principle | Maintaining Adequate Liquidity

It is imperative that we maintain adequate liquidity to provide for our needs during good times and bad. There is a certain amount of freedom granted by having set aside ready cash so that during times of emergency we are not left to count on the kindness of friends or strangers.

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Our Third Principle | Defining Risk

Spring is slowly approaching. As the harshness of winter recedes, volatility in both the markets and weather are picking up. While I can hardly speak to fluctuations in the weather, the fluctuation in the market is almost certainly a function of rising interest rates, though the madness of crowds is difficult to quantify.

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What Gets You into Trouble...

Dear Family, Friends, and Clients: I would like to take a moment to explain our foundation. While the tower at the top is pretty to look at, the principles on which we are built carry all the weight. It is under the watch of these enduring sentinels that we help you convert dreams into goals, and goals into action.

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Two Roads Diverged

Family, Friends, and Clients: Thank you sincerely for accompanying us on this journey. It is a path less taken in the financial industry, and one that we expect to make all the difference.

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