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Financial Resources

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Our Fourth Principle

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

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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Our Second Principle

Our second principle is that “Price Matters”. In other words, we always attempt to purchase securities with a margin of safety, and we utilize fund managers who do the same.

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Our First Principle

Our first principle is carefully contrasting investment versus speculation and being very deliberate in avoiding the latter. In our estimation, avoiding mistakes is much more important to your success than outguessing the competition regarding short-term security price fluctuations.

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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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