What you can expect
1. Planning is more than a good idea—it’s critical
1. Planning is more than a good idea—it’s critical
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We believe individuals who have a financial plan are far more likely to reach their goals than those who shoot from the hip; they also may have more confidence about the future.
2. Diversification can be your best defense*
2. Diversification can be your best defense*
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The right asset allocation—not placing too many eggs in any one basket—can be effective in managing market volatility.
* Asset allocation/diversification neither assures a profit nor protects against loss in declining markets.
3. Integrity and openness are paramount
3. Integrity and openness are paramount
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When it comes to investing, honesty never goes out of style. You always deserve a clear explanation of what is being done with your money and the rationale for doing it.