Discover – First we meet to discover and understand your goals, needs and dreams.
Reveal – We then work together to reveal financial resources and assess the capabilities you have to provide for your goals, needs and dreams.
Explore – Our team explores and develops a plan to align your resources and put you on the path to achieving your goals.
Advise – We review the alignment of your resources and path toward realizing your goals – then present an investment strategy and propose our services.
Implement – At your service, we help you implement your tailored plan.
Supervise – Once the plan is in place, we meet, monitor and adjust as needed.
We are proud to deliver goals based simulation planning to clients.
The problem with recessions is that earnings decline, and P/E multiples decline both at the same time. When these two metrics decline at about the same time, a significant market decline (drawdown) typically occurs. In the post WWII era, the worst drawdown occurred between December 2007 and June 2009 when the S&P 500 declined -57%. […]
Over the past several decades, one of the most reliable economic indicators has been the shape of the US Treasury yield curve. The yield curve is simply a graph of current yields on treasury bonds from the three-month T-Bill to the 30-year treasury bond. The normal shape of the yield curve from left to right […]
