Our investment philosophy

(in 100 words...)

1. Personal finance is more “personal” than "finance".

Tailor your investment strategy to your life situation and goals.

2. Don't try to time the market.

Get in the market and stay the course. Rebalance systematically.

3. Diversify based on the evidence.

Use a globally diversified portfolio of low-fee passive funds vs. trying to pick winners. Tilt towards asset classes Nobel-prize winning research shows have historically outperformed - small-cap and value.

4. Focus on what you can control.

Minimize fees and transaction costs. Ignore the "crisis du jour".

5. Taxes matter. A lot.

Coordinate investment and tax strategies. Maximize after-tax returns.

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The 1%'s strategies for your family

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