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6 Critical Concepts of Financial Literacy

December 6th, 2017  | by William Spitz

We pride ourselves on providing our clients with education on important investment and financial planning concepts and, despite the risk of overkill, we find that repetition is important because they are not always easy to grasp.  Specifically, an understanding of these ideas will help you understand our approach to investing, assist you in evaluating the performance…

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Simple Math and The Power of Compounding

August 22nd, 2016  | by Andrew Berg

We spend a lot of time talking to our clients about diversification, downside protection, and the long-term value of reducing short-term volatility.  Those concepts are important to us, part of our DNA as a firm and as investment professionals.  But why?  In simple terms, if over the long term markets go up (which they do, or else who…

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The Importance of Diversification

February 5th, 2016  | by William Spitz

Our most basic goal is to earn the return necessary to accomplish each client’s objectives with as little volatility as possible. While low volatility sounds a bit like Motherhood and Apple Pie, there are two primary reasons to seek it.  First, low volatility reduces the chances that a client will overreact to a difficult market…

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