Q4 2013

On Oct 03, 2013 In Goals-based Investing 

Integrative Wealth Management: Our View

Over the past half-century, our American health care system has evolved from a model dominated by general practitioners— physicians treating a geographically concentrated group of patients across a wide range of ailments—to one dominated by specialists, each of which treats an ever-growing number of patients with a progressively narrower set of medical conditions.

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Q3 2013

On Jul 04, 2013 In Goals-based Investing 

Sticking to Your Investment Diet

Government statistics tell us that more than one-third of Americans are obese1, a fact that is affirmed by television, radio, and magazine advertisements promoting an endless variety of diets and weight-loss plans. These range from well-reasoned and medically sound approaches to the latest fad diet or celebrity-endorsed regimen. All have in common that some author, promoter, or manufacturer benefits from their increased popularity, and that...

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Q2 2013

On Apr 03, 2013 In Goals-based Investing 

I-Harmony: Marrying Investment Goals and Assets

The goals-based approach to investing seeks to maximize the probability of achieving each investor's unique financial goals. This framework recognizes that certain goals have a higher priority than others, and that higher priority goals should be funded with portfolios exhibiting less variability or uncertainty in their future outcomes. In portfolio construction, investors should strive to marry their investment portfolio with their goals in what...

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Our Updates

Click on the above categories to filter the content. 'Goals Based Investing' gives some background on our philosophy.