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Where Are We Now®

A proprietary macroeconomic education publication developed over 15 years with the help of our clients for our clients.

Studies show that reactive or uniformed investment choices results in lost potential returns over time. The behavior gap measures the loss that the average investor experiences as a result of making emotional investment choices over time.

“An investment in knowledge pays the best interest” – Benjamin Franklin

When clients lose confidence, they ask their advisor to take the wrong action.

Our focus on client education has generated higher confidence levels for our clients.
Higher confidence translates into better portfolio performance.

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Risk

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Learn How Losing Less Equals Making More.

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Advice

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A Team Driven Approach to Solving Problems.

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