Our Philosophy

Attorneys have to meet an evidentiary burden of proof at trial. We believe an advisor should meet a similar burden before you allow them to manage your life’s savings.  To us, “evidence-based investing and financial planning” mean:

  • Having a written financial plan they regularly update and maintain;
  • Appreciating that saving is as important as investing;
  • Knowing investing is less complicated than taxes;
  • Controlling fees, costs, and emotions;
  • Buying the haystack (index funds seeking overall market returns less expenses) instead of looking for the needle in it (trying to pick stocks and time markets);
  • Agreeing that many lawyers should think twice before representing themselves (in legal or financial affairs).



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