Updated Articles

1.  Financial Planning Overview

   Last Updated: 01/30/2025 in Client Guides
   Financial Planning Portal Interactive financial planning that helps us create and monitor your personalized financial plan to reach your goals. Program Overview Clients with assets exceeding $500,000 under Financial ...

2.  Client Portal Overview

   Last Updated: 01/30/2025 in Client Guides
   Financial Gravity Client Portal Addepar Overview Financial Gravity provides our clients with an investor portal called “Addepar.”  Addepar provides access to view their account holdings, balance, allocation and performance r...

3. Time Optimized Planning

   Last Updated: 01/30/2025 in Brochures
   Our Time Optimized Planning™ aligns investments with income needs and risk tolerance, using a Safety First, Steady Second, Grow Third approach to ensure stability, growth, and tax efficiency over market cycles.

4. The Family Office Advantage Text Brochure

   Last Updated: 01/30/2025 in Brochures
   Discover the Family Office Advantage® where our expert team collaborates to deliver tax-optimized, holistic financial strategies tailored for your family, offering an unparalleled service experience.

5. The Family Office Advantage Comparison Table Brochure

   Last Updated: 01/30/2025 in Brochures
   Discover comprehensive financial solutions with our Family Office Advantage®—expertly integrating tax strategies, wealth management, retirement, estate planning, and risk mitigation to secure your financial future.

6. Mutual Fund Facts

   Last Updated: 01/30/2025 in Brochures
   We highlight the hidden costs, tax inefficiencies, and deceptive practices of mutual funds, underscoring that investors deserve better, more transparent investment options.

7. 4 Beta Dependable Return Investment Strategy

   Last Updated: 01/30/2025 in Brochures
   Our 4 Beta Dependable Return Investment Strategy targets minimal risk with returns surpassing typical interest accounts through diversified short-term debt ETFs, focusing on cost efficiency and tax optimization.

8. Market Timing Looks Easy

   Last Updated: 01/30/2025 in Brochures
   We recommend focusing on long-term investment strategies rather than attempting to time the market, as history shows that holding stocks provides positive returns and minimizes potential tax consequences.

9. Investment Allocations’ Real Risk and Expected Returns

   Last Updated: 01/30/2025 in Brochures
   Our brochure illustrates the Real Risk and Expected Returns™ across diverse investment allocations, demonstrating the risk/return tradeoff spectrum to aid informed decision-making with your financial professional.

10. Holistic Asset Location Optimization (HALO)

    Last Updated: 01/30/2025 in Brochures
    Our proprietary algorithm optimizes asset location across account types to minimize tax impact and enhance long-term wealth creation, aiming to maximize your investment gains and ensure a comfortable retirement.

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