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evidence-based investing

Low-cost/ Efficient Investments

We recommend that our Members invest in predominantly no-load, low-cost, passive and index-based mutual funds and exchange-traded funds through institutional firms.

BUY-AND-HOLD

We embrace a largely buy-and-hold investment strategy that focuses on investments intended for a time horizon of five years or more.  We do not to trade in a Member’s account(s) unless there is a good reason to do so.

Asset Allocation/ smart diversification

 

In addition to an appropriate mix of stocks and bonds for a given Member, we emphasize the diversification benefits that we believe can come from investing internationally in developed and emerging markets.  

Asset Location/ Taxation

 

We help our Members determine which investments are potentially well-suited for retirement accounts verses taxable accounts.

Evidence-Based Investing At Work

Please Contact Us For A Complimentary Portfolio Review

LAKE TAHOE

880 Northwood Blvd. Suite S Incline Village, NV 89451

Richard Frankowski

direct dial: (775) 298-6136 richard@maycombwealth.com

 

8 + 3 =

BUCKHEAD

3455 Peachtree Rd. NE Suite 500 Atlanta, GA 30326

Keith Lichtman

direct dial: (470) 645-2133 keith@maycombwealth.com

Please Contact Us For A Complimentary Portfolio Review

LAKE TAHOE

880 Northwood Blvd. Suite S Incline Village, NV 89451

Richard Frankowski

direct dial: (775) 298-6136 richard@maycombwealth.com

 

BUCKHEAD

3455 Peachtree Rd. NE Suite 500 Atlanta, GA 30326

Keith Lichtman

direct dial: (470) 645-2133 keith@maycombwealth.com

9 + 14 =

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