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Wealth Management

There is an old saying on Wall Street: bulls and bears make money, but pigs get slaughtered. Though the original meaning of “slaughtered” referred to greed, in our media-saturated culture we view the term through the context of overreaction and emotion-based decisions by investors. To help combat this issue, we have designed a dynamic system that relies on economic metrics to minimize the emotional roller coaster for our clients. Although this may be an oversimplification, succumbing to emotions when investing can have a profound and detrimental effect on investors’ portfolios. When investors make decisions based on their emotions, they are operating from a position of anxiety, fear, or greed rather than using facts and academic evidence.

Planning from a Tax-Smart Perspective.