Updated Articles

  1. Time Weighted Return - How is it Calculated?

    Last Updated: 02/05/2025 in Client Guides
    TWR = Time Weighted Return a measure of investment performance that eliminates the impact of external cash flows (deposits and withdrawals) to reflect the pure performance of an investment or portfolio over time.

  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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