We are a "boutique" firm and want to keep it that way. We spend a lot of time working closely with our clients and educating them to help them stick with a disciplined investment, saving and spending plan.
Staying disciplined is important and a lot harder than it seems. It is tough not to panic during a bear market or get anxious about missing out when a market is rallying. Fear and "fear of missing out" cause most investment mistakes. We work hard to help you avoid them.