Clients may ask us to evaluate individual securities, however, our policy, assuming the client is open to new ideas, would be to recommend that equities (stocks) be held in the form of open-end mutual funds. This avoids technical trading problems, allows for economies of scale by the fund company to hire specialists, and allows for greater diversification.

We offer fiduciary fee-only investment advice on an “assets under management” program. No commissions are charged by us.

Remember: “The fastest way to make a small fortune is…with a large one” (due to reckless, naïve investing).

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